Estate Planning Document You Don't Have 2019-08-19

Monday, 19 August 2019 5:30 PM - 7:00 PM HST

500 Ala Moana Blvd, Tower 2 #306, Honolulu, HI, 96813, United States

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Monday, 19 August 2019 5:30 PM - 7:00 PM HST

Honolulu Office Waterfront, 500 Ala Moana Blvd, Honolulu, HI, 96813, United States.

Completing this document could help you avoid the most common financial and estate planning mistakes.  

Owen Yamamura is the CEO of Pacific Capital Investments in Honolulu, HI. He has been serving clients with pursuing their financial goals for over 18 years. Owen has conducted seminars across the islands for Hawaii Teacher's Associations, Lion's Club, a credit union and other civic organizations.

Registered representative offering securities through First Allied Securities, Inc. a registered broker dealer, member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. a registered investment advisor.  First Allied entities are under separate ownership from any other named entity.

Jarrett P. Macanas, Esq, is the owner of Macanas Law Firm, a boutique firm focusing on senior care planning, estate planning, business law and real estate. Mr. Macanas has over 12 years of experience in his field having earned a B.S. degree from Brigham Young University (Provo), a law degree from the University of Utah and he is a 2017 candidate for a L.L.M. (Master of Laws) in Taxation from the prestigious tax program of Boston University School of Law. He is a past adjunct professor at the University of Hawaii's Kapiolani Community College, where he taught Estate Planning and Business Formations He is admitted to the Hawaii State Bar Association and the Utah State Bar and is a member of the Hawaii State Bar Association's Estate Planning & Probate, Elder Law and Tax Sections and Hawaii Estate Planning Council. He is a frequent lecturer and presenter for various attorney organizations, financial groups and business schools. Since 2010, Macanas Law Firm has served over 600 Hawaii families, seniors and business owners in estate planning matters.

Please contact us at 808-533-4455 with any questions.

For parking options at our Honolulu and Waipio offices, click on this link 
https://sweepstrategies.com/about-us/locations/

Sweep Strategies

www.sweepstrategies.com

Sweep Strategies is a financial education company headquartered in Honolulu, HI on the island of Oahu. Since 2009, Sweep has been educating clients on strategies to save time and money on amortized debts such as mortgages and student loans, while increasing cash flow. In addition to education, we specialize in one-on-one coaching tailored to individual client needs and goals. We ensure that our clients have a solid understanding of how bank products work and avoid common financial pitfalls that many people fall victim to today. At Sweep, we believe the keys to our clients’ financial success are education, coaching, and discipline. With our guidance, our clients learn how to aggressively attack the principal balance of their debts while saving thousands of dollars in interest in the process. In addition, we teach our clients how to utilize 100% of their liquid money while also creating and maintaining reserves.

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