Smart Retirement & Charitable Planning Strategies Seminar

How to plan for a secure and purposeful retirement in a changing world

 

 

Presented by Clifton Yasutomi, CWS - Partner, Mission Financial Group and Kyle Karioka - Director of Gift Planning, The Salvation Army

Please join us for this FREE Smart Retirement & Charitable Planning Strategies Seminar where we will discuss various topics that can help you plan for a secure and purposeful retirement. Light refreshments will be served and no solicitations will be made. Three dates are available for you to join us and learn about key building blocks of retirement planning, common pitfalls to avoid, and creative charitable gift ideas that provide financial and tax benefits while reaching your philanthropic goals.

Please scroll below to RSVP, see seminar options, or to learn about our presenters.
 

 

 

Wednesday, February 27
10:00 am - 12:00 pm
Waioli Kitchen & Bake Shop
2950 Manoa Road, Honolulu
 

Monday, March 4
6:00 pm - 8:00 pm
Kroc Center Hawaii
91-3257 Kualakai Parkway, Ewa Beac
 

Tuesday, March 5
6:00 pm - 8:00 pm
The Salvation Army Divisional Headquarters
2950 Manoa Road, Honolulu

 

 

About Our Presenters

 

 

 

 


 

Clifton Yasutomi, CWS - Partner, Mission Financial Group

With a background in engineering for the Central Intelligence Agency, Clifton Yasutomi began his financial advising practice with Merrill Lynch in 2005. He has been a special guest on business talk radio and was a regular contributor to the Wall Street Business Network with weekly "Money Thought" radio commentaries. Clifton conducts financial education classes as a member of the National Society of Financial Educators and volunteers with Junior League by teaching economic lessons at elementary schools.

In 2014 Clifton completed studies to earn the Certified Wealth Strategist CWS® designation from the Cannon Financial Institute. Clifton is the Vice Chair of the Salvation Army Echelon Group, former board member of the Iolani Alumni Association, and was the youngest Rotary Club president in Hawaii. He also serves his church at Grace Bible Honolulu as a board advisor and leads a weekly Bible study with his wife, Renee.
 

 

 

 

 


 

Kyle Karioka - Director of Gift Planning, The Salvation Army

Kyle Karioka is the Divisional Director of Gift Planning for The Salvation Army Hawaiian and Pacific Islands Division. He serves the mission of The Salvation Army by helping donors leverage their assets to afford the charitable gifts they have always wanted to give. These gifts may benefit donors by increasing their income, reducing their taxes; and helping those in need in through the programs of The Salvation Army. Kyle has ten years of fund development experience, previously serving as the primary local fundraiser for Special Olympics Hawaii. He is currently the President of the Hawaii Gift Planning Council. He was born and raised in Hawaii and earned his Bachelor of Arts degree from Washington University in St. Louis.
 

 

 

 

 

In this seminar we will discuss:

  • How retirement for baby boomers may be significantly different than their parents’ generation
  • The key building blocks of a financially secure retirement
  • How to make charitable giving a satisfying and affordable part of retirement
  • Tax strategies under the new 2018 tax law
  • How to avoid the 5 most common retirement “pitfalls”
  • Creative charitable gift ideas that provide financial and tax benefits
 

We hope you will invite your family and friends for this free seminar! Light refreshments will be served and no solicitations will be made. Space will be limited so please RSVP by filling the form below. If you have any further questions, please contact Kyle Karioka at kyle.karioka@usw.salvationarmy.org.

 

 

 

 

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