Seminar – Retirement Planning
Join Sean Umetsu, CRPC®, Financial Advisor, CUSO Financial Services, L.P.* for an interactive workshop on Retirement Planning. Learn what you need to know about investing that may affect your retirement. This seminar will cover the types of investment accounts that can be used to build your retirement nest egg, investment strategies for retirement planning, and the resources available to help you reach your goals.
Sean Umetsu, CFP®
Senior Financial Advisor, CUSO Financial Services, L.P.*
[email protected] | (808) 387-3261
Sean is registered through CUSO Financial Services, L.P. (CFS) and works directly with members on investment and retirement planning as well as preserving and transferring of wealth.
Sean was previously at First Hawaiian Bank as a financial consultant for nine years and at Bank of Hawaii for nearly two years. He received his bachelor’s degree and his masters of business administration from the University of Hawaii at Manoa. He is a CERTIFIED FINANCIAL PLANNER™ professional and is securities licensed and insurance licensed in Hawaii. Sean is knowledgeable in employee benefits and retirement planning, estate planning, investment management and insurance. Sean covers the Main Branch and Hawaii Kai Branch.
*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.