Webinars
Webinar Schedules Coming Soon
We are planning our next series of webinars with Cliff M. Robello, CFP®, ChFC, and the CMR Financial Advisors team. The sessions cover the questions Hawaii families bring to us most often — planning for retirement income, reducing income and estate taxes, and thinking clearly about risk when markets turn.
Watch out for announcements on our webinar schedules. Topics, dates and registration details will be posted on this page as each session is confirmed.
Want to be notified?
If you want to know more, please sign up on the form below and let us know you are interested in an upcoming webinar. We will be in touch as soon as the next session is announced.
In the meantime
Browse our free financial planning resources for guides on retirement, taxation of investments and avoiding common elder scams, or read our market commentary for regular analysis of U.S. market indicators.
Simplify your financial life today. Contact CMR Financial Advisors to get started.
CMR Financial Advisors, Inc.
1003 Bishop Street, Suite 2620
Honolulu, Hawaii 96813
808-537-2912
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Securities offered by Registered Representatives through Private Client Services ("PCS"). Member FINRA/SIPC. Investment advisory services for CMR are provided through Pinkerton Wealth Partners (“PWP”), an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. PCS and CMR are not affiliated. Neither PCS nor CMR are affiliated with PWP. Neither PWP nor CMR provides legal or tax advice. For more information on PWP’s advisory services please review the firm’s disclosure documents including our Client Relationship Summary which can be found by clicking on the following link
https://adviserinfo.sec.