Medicare Limitations with Herb Hussey

Dec 29, 2023 | Advisory, Workshops, Education

Medicare Limitations

Herb Hussey, Retirement Planner and Partner with Windward Financial, joined us for Financial Planning with Hawaii Central Federal Credit Union which is set to air on `Olelo Community Media. Herb presented on and discussed the Limitations of Medicare. Please find the Youtube playlist to frequently asked questions below, by clicking on the hamburger icon in the upper right corner of the video. Quick Links to videos can also be found by clicking on the Playlist Quick Links toggle. The full discussion will also be available through the on-demand service with `Olelo Community Media, shortly. Please be advised that Hawaii Central FCU makes no representations or warranties of any kind, whether expressed or implied, with regard to third party products, services and/or content. Be sure to read our full disclaimer by clicking on it below.

Questions?

Contact Herb Hussey at Windward Financial

Phone: 808-479-8447
Email: HerbHussey@gmail.com

FULL DISCLAIMER

Content Not To Be Construed as a Recommendation, Solicitation, or Offering: None of the material offered is to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product or instrument. Many of the products described involve significant risks, and you should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or a complete discussion of the risks that are mentioned. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make Hawaii Central Federal Credit Union or Windward Financial the primary basis for any investment decisions made by or on behalf of you. You are encouraged to consult your business advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.

Indemnity: Without prejudice to any limitations of liability, you will indemnify Hawaii Central Federal Credit Union and hold it harmless with respect to any liabilities (including all costs of investigation and defense) and other damages that directly or indirectly may derive from conducting any business involving Windward Financial, and including, but not limited to, from any use of WindwardFinancial.net to make investment and/or financial decisions.

Third Party Disclaimer: Hawaii Central FCU makes no representations or warranties of any kind, whether expressed or implied, with regard to third party products, services and/or content.

Playlist Quick Links

Out of Pocket Expenses Trip Insurance Countries with Nationalized Insurance Medicare Defined Travel to China Thailand Health System Exceptions to the Rule

Wanna Earn While You Learn?

Download our Zogo app and earn gift cards while you improve your knowledge of finance. JUST REMEMBER to enter the access code: HCFCU.

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PSH Insurance Presents

Nov 2, 2023 | Workshops, Education, Advisory

PSH Insurance Joins us at `Olelo Community Media

Executive Vice President of PSH Insurance, Gary Yanagihara has agreed to presenting on a series of Financial Literacy topics for us.

On November 1st, Gary joined us at `Olelo Community Media for a taping of the next 2 episodes of our financial planning series: Financial Education with Hawaii Central Federal Credit Union. We started out on a subject near and dear to many of our hearts, protecting our pets and planning for those unexpected pet expenses. He also shared information on the emotional journey for those who are faced with Long-term Care decisions.

On November 15th, Gary will continue presenting on Long-term care, and you are invited to Zoom into the `Olelo studio to listen in on the discussion and ask questions. To RSVP for these workshops please register below.

If you can’t attend, we have good news! The full series of financial planning workshops we have done this year will broadcast by `Olelo Community Media next season, which starts in January 2024. The series will also be available through `Olelo’s on-demand service. Please stay tuned for the schedule!

Upcoming Workshops with Windward Financial

Jul 10, 2023 | Workshops, Education, Advisory

Three More Workshops Scheduled with Windward Financial

“It’s unfortunate that oftentimes people live their lives without a plan,” said Herb Hussey, a Financial Planner with Windward Financial and an industry professional of more than 30 years. Herb is a former Hawaii Central Federal Credit Union (FCU) Board Member and is passionate about helping local families plan for and realize their retirement goals. “The most difficult part about this line of work is seeing people run out of time,” continued Herb who has seen people end up in unfortunate circumstances during their retirement years.

Herb has graciously agreed to provide a series of financial planning workshops for members of Hawaii Central FCU. Please join us for the next three workshops, scheduled as follows:

How to Build a Cool Retirement Pyramid: August 9; 5 pm
Life Insurance with ABR – Accessing Policy Values Prior to Death: September 6; 5pm
Medicare Limitations and Travel: October 4, 5pm

The series, being filmed by `Olelo Community Media, has a live Zoom component, so members are able to ask Herb questions in real time. If you have questions on the upcoming subjects and want to participate in our taping with `Olelo, please complete the registration form, included.

Learn More about Windward Financial

July Workshops with Windward Financial

Jun 2, 2023 | Workshops, Education, Advisory

Summer Workshops with Windward Financial

Content Not To Be Construed as a Recommendation, Solicitation, or Offering: None of the material offered is to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product or instrument. Many of the products described involve significant risks, and you should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or a complete discussion of the risks that are mentioned. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make Hawaii Central Federal Credit Union or Windward Financial the primary basis for any investment decisions made by or on behalf of you. You are encouraged to consult your business advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.

Indemnity: Without prejudice to any limitations of liability, you will indemnify Hawaii Central Federal Credit Union and hold it harmless with respect to any liabilities (including all costs of investigation and defense) and other damages that directly or indirectly may derive from conducting any business involving Windward Financial, and including, but not limited to, from any use of WindwardFinancial.net to make investment and/or financial decisions.

Third Party Disclaimer: Hawaii Central FCU makes no representations or warranties of any kind, whether expressed or implied, with regard to third party products, services and/or content.

Thanks to everyone who joined us for our recent Financial Planning workshop, Save the House for the Kids, with Herb Hussey of Windward Financial. Members received valuable information on how to use a financial product to help them pass their home on to their children. “It doesn’t work in every situation,” said Hussey, who took participants through four scenarios where a financial product could help members reach this goal.

We are pleased to announce our summer schedule of financial workshops with Herb Hussey of Windward Financial as follows:

July 5, 5pm: Medicare- Enrollment, Procedure & Penalty
In addition to touching upon Social Security and COBRA, the different parts of Medicare will be discussed in this session. Register Below!
July 12, 5pm: Savings Options – IRAs, Mutual Funds & Annuities with G.L.I.R./Tax Deferred VS. Tax Free
To help you with making informed decisions, this workshop will cover different options to save for retirement. Register Below!

PLEASE NOTE that sessions will be held over Zoom and broadcast on `Olelo. Let us know if you are unable to attend via Zoom and need other accommodations. The DEADLINE to register is June 28, 2023.

Looking forward to seeing you there!

Learn More about Windward Financial

PREVIEW: Save the House for the Kids

Full program to air on `Olelo in the coming months. Keeped connected to get the details!

WORKSHOPS WITH WINDWARD FINANCIAL

Apr 5, 2023 | Workshops, Education, Advisory

SAVE THE HOUSE FOR THE KIDS

Hawaii Central FCU announces Save the House for the Kids, a free workshop for members presented by Windward Financial.

The workshop will be held, Wednesday, May 10, 2023, at 5:00 pm via Zoom. There is also an option to attend in person, but seating is limited to the first 20 respondents who indicate a desire to attend in person. The deadline to RSVP is Tuesday, May 2, 2023.

Save the House for the Kids will focus on options for passing on, oftentimes, your most valued asset – regardless of outstanding balances on your mortgage.

Register below for our Save the House for the Kids workshop and express your interest in future sessions.

Learn More About Windward Financial

Content Not To Be Construed as a Recommendation, Solicitation, or Offering: None of the material offered is to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product or instrument. Many of the products described involve significant risks, and you should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or a complete discussion of the risks that are mentioned. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make Hawaii Central Federal Credit Union or Windward Financial the primary basis for any investment decisions made by or on behalf of you. You are encouraged to consult your business advisor, attorney, and tax and accounting advisors concerning any contemplated transactions.

Indemnity: Without prejudice to any limitations of liability, you will indemnify Hawaii Central Federal Credit Union and hold it harmless with respect to any liabilities (including all costs of investigation and defense) and other damages that directly or indirectly may derive from conducting any business involving Windward Financial, and including, but not limited to, from any use of WindwardFinancial.net to make investment and/or financial decisions.

Third Party Disclaimer: Hawaii Central FCU makes no representations or warranties of any kind, whether expressed or implied, with regard to third party products, services and/or content.

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Our offices will be closed on January 20, 2025 in observance of the Martin Luther King, Jr. holiday.