New Webinar Series!

Join us for a new webinar series with guest speakers Martha Khlopin and Robert Reich.  These webinars are provided by the Department of Hawaiian Home Lands through the HALE Program in an effort to support financially healthy households for beneficiaries of the HHCA.

Martha Khlopin, Medicare Radio HostGuest Speaker: Martha Khlopin – Health Care Planning Series

Martha Khlopin, Founder Get2Insurance.com

Martha Khlopin, a long-time resident, is the founder of Get2Insurance.com, an agency that allows her to do what she is passionate about, educating and connecting people with health insurance that makes sense for them. Martha provides 20 hours of community service each week. A graduate of NYU, Martha has been working in the financial services and insurance industries for over 30 years.

Martha is a talk radio show host for “A Medicare Moment with Martha”, which airs on a local radio station. She also produces and hosts a Medicare program on a local television station.

5 Part Series:

Affordable Care Act
Monday October 12, 2020

From 10:00 am – 12:00 pm HST
Bring awareness of subsidized health insurance program available to the uninsured

Medicare 101
Saturday October 17, 2020

From 10:00 am – 12:00 pm HST
Explain basics of Medicare and enrollment requirements to avoid gaps & late fees

Medicaid Re-certification
Monday November 9, 2020

From 10:00 am – 12:00 pm HST
Help for individuals who lose Medicaid/QI coverage for failure to update changes Medicaid Annual Re-certification/Plan Changes

Medicare Part (D)
Saturday November 14, 2020

From 10:00 am – 12:00 pm HST 
Review of Federal program to reduce Medicare Part D drug costs

Appeal Process
Monday December 7, 2020

From 10:00 am – 12:00 pm HST
Discussion and review of Claims form and appeal process for denials

Robert E. Reich, CEO HEIR AssociatesGuest Speaker: Robert Reich – Household Financial Planning Series

Robert Reich, CEO of HEIR Associates

Rob, a long-time resident, invests many hours into the community as a member of the Chamber of Commerce Honolulu, Exchange Club of Downtown Honolulu, BNI’s Ho’opili Chapter, National Association of Insurance and Financial Advisors, and the Medical Group Management Association.
Rob also enjoys volunteering as a coach for his son’s soccer, football, and basketball teams at Saint Louis School.

Rob’s industry achievements include qualification for the Million Dollar Round Table recognition from 2014 to 2020 and MDRT’s Court of the Table in 2019. Rob has also worked with New York Life Insurance Company for over 7 years and was named a member of New York Life’s Executive Council from 2013 to 2017 and 2019 as well President’s Council in 2018.

5 Part Series:

Finance 101
Saturday October 24, 2020
From 10:00 am – 12:00 pm HST
Inform you about financial matters by providing you with insight and empower you to act and make informed choices for your financial future.

Protecting Your Biggest Asset
Wednesday October 28, 2020
From 5:00 pm – 7:00 pm HST
Home Life is a life insurance strategy that protects the home you create with your loved ones.

Life Insurance Made for Living
Wednesday November 18, 2020
From 5:00 pm – 7:00 pm HST
Did you know that some forms of life insurance can provide living benefits too?

Life Plan for Your Business
Saturday November 21, 2020
From 10:00 am – 12:00 pm HST
Provide business owners with resources and planning techniques concentrating on growth, risk management, and profitability.

Pension Max
Wednesday December 16, 2020
From 5:00 pm – 7:00 pm HST
Making the wrong decision could potentially cost you and your family thousands of dollars.

Helping families improve their finances

Helen Wai gives families the financial tools to put their own lives in order.  After learning how to manage her own finances, Helen has made the decision to teach others how to manage their finances so they, too, can accomplish the seemingly unattainable goals they’ve set for themselves and their families.  Give Helen a call today to get your finances back on track and reach those goals which may seem out-of-reach at the moment!