October Virtual General Membership Meeting – Journey to Financial Fitness

ACECH October General Membership Meeting

Thursday, October 14, 2021, 12:00 p.m. – 1:30 p.m. 

About the Session:

“Journey to Financial Fitness”

Presenter – Caine Nakata, Director of Operations The Foundation For Financial Education (F3E)

Caine Nakata is the Director of Hawaii Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country. Caine has always been a strong believer that good financial decisions can only be made when we have a strong foundation to work from. Over the past 20 years, this belief has helped Caine develop long-lasting partnerships with some of the top minds in his field. Along with managing his financial firm, Caine is busy developing his foundation designed to help underprivileged children succeed in life through sports. Caine was fortunate to play many sports growing up and has always believed the lessons he learned in sports have helped him get to where he is today. He currently shares this vision and life goal with his wife and their three children.

This presentation focuses on personal financial education and, while pertinent to all, it will be of particular interest to younger employees of all firms. Topics of discussion will include: 

  1. Cash flow management
  2. Basics of tax planning
  3. Creating a financial roadmap
  4. Overcoming obstacles to creating wealth
  5. Maximize savings and investment plans

Register by Friday, October 8, 2021 and receive a Zoom invite via email the day before the scheduled meeting.