Seminar – 401(k) Rollovers & Retirement Options
An interactive workshop on 401(k) rollovers and your retirement plan options. Most professionals agree that what you do with your 401(k) assets when changing jobs or retiring can be one of the most important financial decisions you will ever make. We can help you take control of your retirement plan by providing you the information needed to make those important decisions that fit your current situation, investment time frame, and long-term goals.
Regan S. Yamada
Senior Financial Advisor, CUSO Financial Services, L.P.*
[email protected] | (808) 426-4406
Regan is registered through CUSO Financial Services, L.P. (“CFS”)* and will work directly with Hawaii State FCU members at Kaneohe and Kahului branches, providing a wide range of investment and insurance solutions to help clients achieve their financial goals. He specializes in helping members with investment and retirement planning as well as wealth preservation and wealth transfer strategies. Prior to joining Hawaii State FCU, Regan served as a financial consultant at First Hawaiian Bank and American Savings Bank. He has been a licensed life and health insurance agent since 1977. Regan covers the Pearlridge Branch, Mililani Branch, and Kahului Branch.Register
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.