An Educational Course on Retirement Planning for ages 50 and older
McKinley Community School for Adults (634 Pensacola St. Room 110, Honolulu, HI 96814)
Next Event will be Announced in 2024!
Your instructor is Sage Capone, Financial Advisor and Financial Educator, born and raised on Oahu, received his Finance degree at UH Manoa’s Shilder College of Business. Sage works with his father Stephen Capone who has helped over 2,000 Hawaii Families since 1997. Sage’s goal and passion is to help in ending financial illiteracy by passing on tools of advice which enable you to make smarter lifelong decisions for your family’s future. His practice is focused on helping people with retirement planning and investment management needs. Sage works with clients as a Fiduciary.
This course includes a workbook that covers all class material. It helps you to follow along, take notes, and review the information at a later date. It is presented in clear and easy to understand terms where financial jargon is minimized. It also provides you with step by step instructions to create and implement your own retirement plan.
This course has been designed to address all areas of retirement planning so that you will have all the tools available to plan for your retirement. Your instructor will use real life examples to illustrate important financial concepts and pitfalls. You are not attending a sales seminar and no specific financial products are discussed or sold during this course.
All attendees have the option to meet with the instructor for a complimentary one hour consultation. This is for you to ask specific personal questions or get more information about getting his help with your financial plan. There is no cost for this consultation and it is not required.