Featured Speaker - Matt McConnell
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Matt McConnell, CFP

Senior Financial Advisor

Matt McConnell is a Senior Financial Advisor at Hawaii Partners 3D Wealth Advisors and has over 20 years of experience in wealth management and financial planning. Matt joined the firm in 2020 after running his own financial planning franchise at Ameriprise Financial. He is an Accredited Portfolio Management AdvisorSM and Certified Financial Planner®. Matt previously served as past president of the Hawaii Estate Planning Council and is a current board member of the Friends of St. Patrick Hawaii.

  • The Financial Planning Side of Estate Planning

    Understanding a goals based approach to retirement planning can help clients identify which assets will be needed for income needs while living and then plan for a tax efficient way to leave additional assets to their heirs as part of their overall estate plan. Federal income tax rates are set to increase in 2026, so the next few years can offer an opportunity to pay less tax and move forward with estate planning goals. Secure Act 2.0 also provides some new opportunities for clients to enhance their financial & estate plans. This presentation will highlight some of the exciting new options for clients included in Secure Act 2.0.

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