Regardless of what phase of our lives we are in, we all want to leave a legacy for our loved ones. In this valuable series, “The Family Love Letter” will help you to organize all your important information and leave the gift of time, love and clarity in one complete booklet. Please join us for this beautiful gift – to yourself and your loved ones brought to you by Owen Yamamura and Jarrett Macanas.
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. Pacific Capital Investments, First Allied Securities, Inc. and First Allied Advisory Services, Inc. are not affiliated with Sweep Strategies.
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.
This two-hour class is complimentary and will held at our Honolulu Office. Please RSVP with your name and contact number to support@sweepstrategies.com or call us at 533-4455.
Prerequisite: You must be a Sweep client, understand the Sweep concept.
