Free Lunch & Learn Seminar: Estate Planning & Charitable Giving

Presented by Michelle M. M. Ogata, Attorney at Law, Estate Planning Group and Kyle Karioka, Director of Gift Planning, The Salvation Army Hawaiian & Pacific Islands

Free Lunch & Learn Seminar: Estate Planning & Charitable Giving

Presented by Michelle M. M. Ogata, Attorney at Law, Estate Planning Group and Kyle Karioka, Director of Gift Planning, The Salvation Army Hawaiian & Pacific Islands

 

 

Wednesday, October 4, 2017

10:00 a.m. to 12:30 p.m.
Kroc Center Hawaii
91-3257 Kualaka’i Pkwy, Ewa Beach
Hosted by Majors Phil & Debbie Lum

Wednesday, October 18, 2017

10:00 a.m. to 12:30 p.m.
The Willows Restaurant
901 Hausten St., Honolulu
Hosted by Captains Anthony & Tammy Poe

Thursday, October 19, 2017

10:00 a.m. to 12:30 p.m.
The Willows Restaurant
901 Hausten St., Honolulu
Hosted by Majors John & Lani Chamness

 

 

 

Join us for a free lunch to learn about Estate Planning & Charitable Giving! In this seminar we will cover:

  • The effect of incapacity on family and finances
  • Turning under-productive real estate into an income stream
  • Choosing the right options for your IRA and 401K
  • The structure and benefits of a living trust
  • Estate and gift planning in plain English
  • Little-known charitable gift opportunities that benefit both family and community
  • Helping children avoid “affluenza”
  • Using charitable gifts to maximize your income and minimize your income taxes

 


Please remember to invite family and friends! Seating is limited. Reservations are necessary. Lunch will be served and no solicitations will be made.
 

RSVP Now

RSVP by calling 808-440-1860, or email Kyle.Karioka@usw.salvationarmy.org