Michelle Tucker, J.D., CFP®, CPA/PFS, Partner, and Co-Founder, 3D Wealth Advisors, Inc., discusses the financial planning services they provide, such as investment strategies, estate planning, tax planning and preparation, as well as the stages and requirements of retirement planning. 

Chris Freck, MBA, CMPS, Reverse Mortgage Specialist, from Island Reverse Mortgage discusses what a reverse mortgage is and how kupuna can use the equity in their home to supplement their income while they live at home, as well as the different types of reverse mortgages and services that are available. 

Dr. Theresa Wee, MD of the Wee Wellness Center talks about the importance of diet, exercise, and socialization for both physical health and mental health & well being for kupuna and their families and how this can be achieved through their events like Walk with a Doc, Craft with a Doc, Dance with a Doc, and Hike with a Doc.  

Peter Reyes, Program Director, from Catholic Charities Hawaii's Benefits Enrollment Center discusses the services they provide to assist Medicare recipients in applying for benefits and assistive services they may be eligible for to ensure that they have access to services they need to maintain their health and independence.

This includes assistance in applying for Supplemental Nutrition Assistance Program (SNAP) services. SNAP assists kupuna with limited income access healthy and nutritional food. Older adults have not been utilizing this helpful program mainly due to the complex and lengthy application process.

Knowledgeable staff members work one-on one with individuals to walk them through the application process, assist in collecting necessary supporting documents, assist in filling out the application(s) and help submit the application for various assistance programs available like SNAP, Medicare Part D, Medicare Savings Program, Medicaid, and the Low Income Home Energy Assistance Program.