Chinen&Arinaga Financial Tune-ups Seminars
Chinen and Arinaga Financial Group Inc. are hosting a free series of “Financial Tuneup Seminars” in the next upcoming months. We believe that knowledge is power and it is important for people to be equipped with the right information to make better decisions when it comes to their financial situation. Just like a car needing a tune-up from time to time, we want to provide people with a wide variety of different financial topics that they might want to learn more about or brush up on.
Free and open for anyone to attend, some of the topics include College Savings Plans, Long Term Care, Converting your Traditional IRA to a Roth IRA, Planning for your Retirement, and more. All Financial Tuneup Seminars are designed to be no longer than 45 minutes with an additional 10-15 minutes needed for questions-and-answers. Light refreshments are provided.
Sessions are held at 9:00 am in the Chinen&Arinaga conference room.
DATE: SPEAKER: TOPIC:
June 5 Lyle Uyeda Opportunities & Strategies to Convert Your Traditional IRA to a Roth IRA
Maximizing tax incentive strategies — avoiding a higher tax bill later if rates rise • How converting to a Roth IRA gives you maximum flexibility on distributions • Looking into different wealth transfer strategies
June 19 Alan Kaneshiro Understanding Your Social Security Benefits
The recession and how it is affecting your social security • How social security fits with your other retirement accounts • Understanding your social security statement
July 3 David Arakaki Long Term Care Insurance – Is it Right for You?
Understanding long-term care insurance and the benefits • What qualifies you for long-term care benefits? • Will Medicare/Medicaid pay for your long-term care? • The cost of long-term care vs. long-term care insurance
July 17 Cindy Tanouye Do You Have Enough Life Insurance Coverage?
How to determine if you have enough protection • The difference between Term and Permanent Policies • Which type of policy is best for you?
July 31 Carol Sato On the Right Path – 10 Questions People Often Ask About Mutual Funds
What’s the difference between saving and investing? • How should I Invest? • Why mutual funds instead of individual stocks? • Is it safe? • How much does it cost to invest in mutual funds?
August 14 Alex Lau Investing In Your Future — Planning for Your Retirement
Why delaying until tomorrow isn’t the best strategy • How long will you be retired and how much will you need? • What investment strategies can help you reach your retirement goals
If you would like more information or to sign up for any or all of the tuneups, please call Chinen&Arinaga Financial Group, Inc. at 548-2234.
Financial Fitness Fair
Chinen & Arinaga Financial Group hosts their annual Financial Fitness Fair every April. Clients and their guests are invited to attend a morning filled with exciting speakers on various topics from financial advice to inspirational subject matters. All who attend enjoy lunch, comaraderie, and many great door prizes. Stay tuned for next year's schedule!
For reservations, call 548-2234 ext 715
Retiree Banquet
Each year Chinen & Arinaga says thank you and congratulations to our retirees. All clients who retire will be invited to
our Retiree Banquet in January or February the following year. Retirees are treated to dinner and a night of entertainment.
Please inform your agent if you retired of plan to retire in 2010.