Hawaii Workshop

Location:

7 WATERFONT PLAZA

ADDRESS:

500 Ala Moana Blvd. Suite 400, Honolulu, HI 96813

DATES:

Monday-Friday | January 21-25

 

topics covered:

  • Investment choices and portfolio building

  • Advisory fees & commissions

  • Your portfolio risk tolerance

  • Tax ramifications for investment/retirement accounts

 

fORMS & dOCUMENTS:

This workshop requires you to bring a copy of your most recent documents listed below to receive your Ruth’s Chris Steak House Gift Card. You must bring:

  • A copy of your investment statement (Individual, Trust, IRA, SEP, Etc.)

  • A copy of your tax return