Financial Foundations for HI Professionals

For HI professionals laying the groundwork or aiming to get a head start on big goals, this 4-part workshop series is designed to empower you with the financial foundations to THRIVE (not just survive) on island.

Join us for session 4 (the final workshop of this series and year), a lunch ‘n learn, while we:

• Protect and preserve your hard-earned wealth
• Ensure your legacy and plan for the next generation
• Stay on track with your plan and build lasting financial freedom

Workshop Title: THRIVE, not Survive: Financial Foundations for HI Professionals, Session 4
Date: Saturday, Nov. 8th
Time: 12:00 pm - 2:30 pm (Lunch ‘n Learn)
Address: Hawaii Coworking | 444 Hobron Ln, Penthouse 1, Honolulu, HI 96815
Cost: FREE

Please see this video for further driving and parking instructions. Parking on level 4 will allow you to enter Eaton Square Shopping Center on the same level as Hawaii Coworking.

Lunch, a workbook, and 2-hr parking validation will be provided (beyond 2 hours, parking is $6/hr, garage accepts credit cards only).

If you have any questions about the event, please email claudia.chen@nm.com

• Find event updates on my Instagram page, @ClaudiaChenNM
• Bring a friend! If you know someone who might love this upcoming workshop, invite them! The more, the merrier.
• Please have them register via Meetup or text (808) 566-5385 with their full name, email, and phone #

Claudia Chen is a financial advisor dedicated to helping HI professionals lay strong financial foundations. Through her "THRIVE, Not Survive" workshop series, she empowers attendees to build bulletproof financial plans and invest strategically. Claudia is passionate about equipping others with the tools they need to not just survive—but thrive—on their journey toward financial independence.