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KupunaWiki was created in 2015 as a referral network available dedicated for our kupuna (seniors), who are seeking qualified professionals in areas of health, finance, senior housing, estate planning and real estate. Since then, this resource has grown to provide a wide range of information that is pertinent to our local senior community. KupunaWiki Radio, which will now be our podcast, is the latest step in fulfilling our desire to help, educate, and reach our kupuna to truly make Hawai‘i the best place for seniors to live.
Episodes
Thursday May 18, 2023
Thursday May 18, 2023
Michelle Tucker, J.D., CFP®, CPA/PFS, Partner, and Co-Founder, 3D Wealth Advisors, Inc., discusses the financial planning services they provide, such as investment strategies, estate planning, tax planning and preparation, as well as the stages and requirements of retirement planning.
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