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Course Description

Learn about mutual funds, reducing taxes, Roth & Traditional IRAs, 401k ns, tax sheltered annuities, stocks, bonds, college savings plans, will, probate, living trusts, estate planning strategies, long term care and life insurance. This course includes a 150 page workbook filled with useful information, practical examples and a free optional financial planning consultation. Please note Individual (one attendee) and Couple (2 attendees sharing a book) pricing available.

Learner Outcomes

Contact course coordinator for information regarding learning outcomes.

Notes

William Castillo 
Workforce Development Coordinator
wkcastil@hawaii.edu

For assistance call our office at 455-0477.

Prerequisites

There are no prerequisites for this course.

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