ALL UNION MEMBERS WELCOME!

MAUI
Retirement Training
IBEW Local Union 1186 - Maui Office
Friday, July 20th
395 Ala Makani Street, Kahului, HI 96732

RESERVE YOUR SEAT TODAY!
PITTSBURGH
BOILERMAKERS LOCAL 549
August 11th from 10am – 12pm 2191
Piedmont Way Pittsburgh, CA 94565
OAHU
Retirement Training
IBEW Local Union 1260
Saturday, August 18th
700 Bishop Street, Honolulu, HI 96813
Retirement Training
IBEW Local Union 1260
Thursday, August 16th
700 Bishop Street, Honolulu, HI 96813

ULTRA ESTATE PLANNING has been a leading provider of estate planning services to Union Members and Retirees. State Bar Certified Attorneys and Financial Planning Specialists utilize the latest in legal and financial planning tools to protect your estate from the government and market volatility.

We provide our clients personalized tax and financial analysis while maintaining our commitment to superior and friendly service. Jason and...
The Alzheimer’s disease is an illness that will affect 13.8 million Americans by the year 2025.  Since there is no...
PENSION MAX – MALE AGE 62 – NON SMOKER – EXAMPLE Step 1 In this example the 62 year old...
ULTRA ESTATE PLANNING will teach group members how to plan for retirement. Here are the issues that are solved by...
Retirement accounts through your union or employer are IRS qualified tax differed plans code 401A, 401K, 403B, 457 or supplemental...
Elder Abuse can take on different forms such as Financial, Emotional and Physical and research finds as much as 10%...
It is important to be proactive in your estate planning strategy; otherwise the government could be one of your largest...
YOU DO NOT HAVE TO SPEND DOWN YOUR ASSETS ON A NURSING HOME. YOU CAN ACCESS YOUR ENTITLEMENTS MEDICARE/MEDICAL TO...
In 1983 Congress passed legislation that up to 50% of your Social Security income could be taxed. That amount was...