Personal Financial Money Management

Event ID: P10402
Info: Sep 15-29 • Tue • 6:00-9:00pm • 3 mtgs • UHM Webster 103 • $60 (Individual), $25 (Spouse/partner registered with individual) • includes 150-page workbook with each full fee registration
With: Brian Chang

Learn about mutual funds, reducing taxes, Roth and traditional IRAs, 401(k) plans, tax-sheltered annuities, stocks, bonds, college savings plans, wills, probate, living trusts, estate planning strategies, long term care and life insurance, annuities, etc.

Brian Y. Chang, BA in economics, University of Hawai‘i at Mānoa, is a representative with Linsco/Private Ledger, the nation's largest broker/dealer. He holds a general agent's license for life, disability, and long-term care insurance, and is a certified financial planner, certified fund specialist, chartered life underwriter, chartered fund consultant, and registered investment advisor.