XPX Hawaii (XPX HI) - Exit Ready: Designing Retirement Plans that Maximize Value for Owners Exiting Their Business

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speakers for the event are Julie and Ken Kiwada of Pension Services Corporation.

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Our Speakers:

Julie and Ken Kiwada, President and Vice President of Pension Services Corporation.

As second-generation business owners, Julie & Ken Kiwada’s primary focus is working with local businesses to adopt qualified employer sponsored retirement plans, such as 401(k), Profit Sharing, Defined Benefit, and Cash Balance Pension Plans. Julie started as a Pension Consultant in 2008 and worked her way through the ranks over 17 years to become President of Pension Services Corporation. Ken joined Pension Services Corporation in 2009 and is now a Vice-president and Consultant.

Registration Fees:

XPX Hawaii Members:  Free but members must registration is required for headcount purposes.

Non-Members: $25.00

Registration covers lunch and refreshments.

CPA’s can earn CPE credit as well.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.