Date: Wednesday, April 5th
Time: 11:30am - 1:00pm (HST)
Location: TreeHouse Co-Working - Kailua
Topics:
// Last minute investment strategies to save money
on your 2022 taxes.
// How to invest the money you pay your
children.
// Where to invest your money in this high
interest world — CDs, bonds or the market?
Join us for a presentation and Q&A session with Tara Rowlette, financial advisor with Edward Jones! She’ll share ways to strategize on the investment vehicles you can utilize to save money on April 15th! Read more about this event below.
Financial Seminar
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett
4/5
Building & Maintaining Wealth Through Investing.
At Island Living Homes, our passion is helping others build wealth through Real Estate. However, we also believe in the value and importance of other forms of investing and want to share that knowledge with others!
Join us for an open discussion about money, tax planning, financial investments and your future! We will talk story and learn from a knowledgable financial advisor. We're excited to facilitate the conversations needed to help you get closer to achieving your financial dreams.
Meet The Financial Advisor:
Meet Tara Rowlette.
Meet Tara Rowlette, the Financial Advisor who will be leading our Financial Seminar!
"As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific financial goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it...."
We are very excited to have Tara, and possibly some of her team, join us for this financial discussion! Read more about Tara below!
*Image from Edward Jones: https://www.edwardjones.com/us-en/financial-advisor/tara-rowlette
Who is this seminar for?
Meet, Network + Learn
Our Financial Seminar Event is open to our clients, friends, family and neighbors to attend - all you have to do is RSVP!
This seminar is meant to serve women and men from various walks of life, of all ages, cultures, and financial situations. It is never too late, or too early, to take control of your finances and future.
This seminar is here to guide, inspire and empower ourselves and each other! Everybody is welcomed and encouraged to join in on the conversation.
"Money is like oxygen.
You can’t let anyone control your supply".
Author Unknown
We hope to see you there!
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CONTACT
How can we help? From the home buying process, to the current market in Hawaii we got you covered! Give us a call or write us an email. We're always here to serve.