Maneuvering the Madness! Investments, Taxes, Estate Planning and More...

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Online Seminar

When: Dec 3 2020 - 11:00am until Dec 3 2020 - 12:00pm
Where: Online
What:

Thinking of Changing Your Investments? 
Worried About the Pandemic or Election’s Impact?

Join East-West Center for a complimentary online seminar on investments, taxes, and estate planning. Our expert speakers include one of Hawai'i's leading investment consulting firms as well as legal counsel specializing in estate planning, charitable giving and business planning. Topics will include:

Investing and building a portfolio:
-Holding cash has reduced purchasing power
-Be careful – bonds have negative returns too
-Stock market, over time, only has winners
-Lockdown has accelerated deglobalization and depopulation trends already in place
-A balanced portfolio of stocks and bonds

Estate planning and charitable giving:
-Federal estate tax uncertainty with election pending
-Wills and Trusts in the Covid-19 environment
-Update estate planning to keep up with the times
-How taxpayers use charitable planning to their advantage

SPEAKERS: 
CKW Financial Group
Carl E. Choy and Lynne R. Kinney, Principals 

Based in Honolulu, Carl E Choy and Lynne R Kinney are the Principals of CKW Financial Group; an experienced RIA (SEC registered) with a focus on discretionary strategic balanced portfolio management and investment consulting services for private individuals, financial advisors, and institutional clients. Whether you are an Individual looking to fund a college education, set up a charitable foundation, or create an estate plan Carl and Lynne from CKW can develop an investment portfolio for your specific situation, help you prioritize your goals and objectives, and align a current investment strategy to help meet them. Both Carl and Lynne bring with them over 25 years of experience in the financial industry.

Law Office of Stephen H. Reese
Stephen H. Reese, Esq

Stephen H. Reese, Esq. has been in private practice in Hawai‘i since 1988 and has provided legal counsel for the East-West Center’s charitable planned giving program since 1999. He specializes in estate planning, charitable planned giving, and business planning. Steve is a community leader in the fields of estate planning, charitable planned giving, and business planning. For more than 30 years, Hawaii’s community has turned to the Law Office of Stephen H. Reese for representation in issues dealing with estate law. Whether you’re just beginning to plan your estate, need to make changes to an outdated estate plan, have concerns about changes in the law, or want to ensure your planning keeps up with your life circumstances, the Law Office of Stephen H. Reese can help.   

Anyone can leave a legacy of value. It isn’t necessary to be a person of great wealth to make a meaningful contribution. A gift from your estate can be designated to student scholarships or a program at the East-West Center. Although we hope you will consider the East-West Center in your estate plans, there is no charge or obligation to attend this seminar.

To register for the seminar by Wednesday, December 2nd, go to:

https://www.EastWestCenter.org/ZN9
After registering, you will receive a confirmation email about joining the meeting.

Primary Contact Info:
Name: Laurel Pikcunas
Phone: 808-944-7644
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