Noncredit Course
Personal Financial Money Management
Event ID: P09736
Info: May 29-Jun 12 • Thu • 6:00-9:00pm • 3 mtgs • UHM Pacific Ocean Science & Technology 126 • $60 (Individual), $25 (Spouse/ partner registered with individual) • includes 150-page workbook with each $60 registration
With: Brian Chang
Learn about mutual funds, reducing taxes, Roth and traditional IRAs, 401(k) plans, tax-sheltered annuities, stocks, bonds, college savings plans, wills, probate, living trusts, estate planning strategies, long term care and life insurance, annuities, etc.
Brian Y. Chang, BA in economics, University of Hawaiʻi at Mānoa, is a representative with Linsco/Private Ledger, the nation`s largest broker/dealer. He holds a general agent`s license for life, disability, and long-term care insurance, and is a certifed financial planner (CFP), certified fund specialist (CFS), chartered life underwriter (CLU), chartered fund consultant (ChFC), and registered investment advisor.