For members starting out in their Hawaii teaching careers, we will cover an intro to the State of Hawaii ERS pension and Social Security benefits. We will focus on setting financial goals, budgeting, learning about various investment vehicles, the importance of investing early, and an introduction to insurance. We will also cover which teachers might be eligible for the Student Loan Forgiveness Program. To sign up, please click here.

As our parents age, they become more vulnerable to a variety of risks—financial, physical, and emotional. Join us as we explore caring for aging parents. We’ll identify issues and their impact on a parent’s well-being as well as your own. We’ll develop a plan to help you address needs that will likely arise, and share tips on how to respect your parents’ wishes, when possible, and still preserve your relationship. To sign up, please click here.

How would you like to receive a 100% return on your savings up to $350?  You save $350 and you receive a $350 match! Thanks to the generous funding by NAREIT Hawaii  the Hawaii HomeOwnership Center is offering this Matched Savings Program to interested HSTA Members. Want to learn more? Attend the March 7, 2024 Workshop. Register Here!  

Geared for members nearing retirement age, we will focus on getting ready for retirement. We will delve into the State of Hawaii ERS pension and Social Security benefits. In addition, we will also be covering retirement projections, various investment vehicles, the importance of the catch-up provision for those over 50 years old, your risk tolerance as you prepare to retire, and long-term care insurance. To sign up, please click here.

With the new compression pay raise, many teachers could potentially be moving into a higher tax bracket. What are some different options for that pay raise? We will be discussing advanced planning concepts such as Supplemental Leveraged Retirement plans and Hybrid LTC plans. To sign up, please click here.