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Kauai Wellness Expo Features:

Financial Wellness Seminar
Sunday, January 29, 2017
1:00pm
Sponsored by Guidance Financial and Life Planning Services

Donʻt miss our rich Financial Wellness Workshop that will be pack full of helpful and useful tips, financial and life planning ideas and insights including:

Asset Allocation & Risk Management

Socially responsible Investing-Renewable Energy

Managing your Tax Flow

Longevity Planning

College Financial Planning

Reaching great goals of Life and all levels of wellness – 5 great categories for your health:
Mental, Emotional, Brain, Relationship, and Financial

Speakers William O. Wright, CFP on Asset Management, Todayʻs Economic Outlook, College Planning,

Chris Dorland CPA on Tax Planning and Tips

Cynthia Hanna White JD on Estate and Trusts

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