MORNING SESSION II
11:30 a.m. to 12:30 p.m.
South Pacific Ballrooms 3-4
Financially savvy women are choosing to live WELLthy and wise to better prepare for life’s biggest moments including marriage, children, career advancement, inheritance and more. In this session, you’ll learn how a financial plan that grows with you can save you time, lets your hard-earned money work for you, and gives you peace of mind. We’ll show you how to start saving and investing in your future, today.
Lynn Takahashi, Senior Vice President & Team Leader of the Private Banking Division, First Hawaiian Bank
With over 28 years of financial services industry experience, she has an extensive background in Personal and Business Banking. She provides high net worth individuals and business owners with customized solutions that help them grow their business, make investments, provide insurance coverage, develop estate and succession plans, and save for retirement. She handles all aspects of her clients’ banking needs so they have more time to devote to their families and can focus on their business.
Jodie Duvall, Vice President & Team Leader of Wealth Advisory Division, First Hawaiian Bank
Jodie has over 20 years of financial services industry experience managing investments for high net worth investors and businesses, as well as customizing personal financial solutions for her clients by creating a plan which considers their long term goals including retirement, risk management, investment and estate planning.