Join us for an informative workshop where we’ll discuss several important retirement planning topics and provide a market update.

Date: April 3
Time: 12:00 PM – 1:30 PM
Location: The Pacific Club
1451 Queen Emma Street
Honolulu, HI 96813

Lunch will be provided.

Topics will include:
• Current market update and what it means for retirees
• Social Security claiming considerations
• The retirement tax trap (RMDs and Social Security taxation)
• Tax-efficient withdrawal strategies across IRA, Roth, and brokerage accounts

You’re welcome to invite friends or family members who may benefit from the information.

Please let us know if you’ll be able to attend by March 20. We hope to see you there.