secure act 2.0

March 22, 2023HST

A Closer Look into Roth Conversions & QLACs

A Closer Look into Roth Conversions & QLACs
May 2, 2023 at 9:30 am
OUH Lounge, 1st Floor

Join us for an exclusive event with Justin Shipman Regional Sales Director, Annuity Solutions at Lincoln Financial as he dives into the details of Roth Conversions and Qualified Longevity Annuity Contracts (QLACs). This event will cover the fundamentals as well as examine the potential benefits and drawbacks so you’ll know how these strategies may fit into your business, especially with the changes enacted earlier this year by The Secure Act 2.0. Don’t miss this opportunity!

RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event.

January 16, 2023HST

Secure Act 2.0 with Denny Nakayama, CPA, JD (N&K CPAs)

Get informed on all things Secure Act 2.0 on Feburary 16th as we host Denny Nakayama, Principal, CPA, JD from N&K CPAs. He will offer an in-depth look at SECURE Act 2.0 and what the new legislation could mean for you. Attendees will gain a comprehensive understanding of this proposed legislation and have the chance to ask questions about how it can affect their business.

Location: OUH Lounge, 1st Floor
Occidental Underwriters of Hawaii, Ltd.
1163 S Beretania Street
Honolulu, Hawaii 96814

RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event.

Parking is located at the Young & Piikoi St. lot in the back of the Occidental Underwriters building. Please check-in your vehicle with Maule in the 1st floor reception area.