# Event Details - **Event Name**: Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies - **Event Start and End Date**: Thu, 25 Jun, 2026 at 05:30 pm – Thu, 25 Jun, 2026 at 07:30 pm - **Event Description**: Sip wine, Taste heavy pupus, and Learn more about estate planning & tax-efficient retirement strategies w/Yim & Yempuku and Summit FinancialAbout this EventFree Event! Join us in person for a relaxed evening of wine, pupus, and meaningful conversation.Bring your friends and family for-An introduction to estate planning by Yim & Yempuku. Learn what a complete plan includes and how a thoughtful, relationship-centered approach can protect both your assets and your family. We’ll share common pitfalls to avoid, situations that call for deeper planning, and useful tips to help ensure your legacy brings clarity, not conflict. Also learn:-How to Create Tax-efficient Retirement Income w/Summit Financial Advisors. Most retirees don’t realize how closely Social Security, taxes, investment withdrawals, and Required Minimum Distributions all interact — and how small decisions can create major long-term tax consequences. This presentation will explore retirement income and tax strategies designed to help retirees create more predictable income, reduce unnecessary taxes, avoid common Social Security mistakes, and make smarter withdrawal decisions throughout retirement.Come ready to relax, ask questions, and leave feeling more confident about your next steps.About Summit Financial Advisors:Kelley Tom, MBA, CFP®, specializes in helping retirees and pre-retirees navigate Social Security decisions, retirement income planning, and strategies designed to create more predictable income throughout retirement. She enjoys helping clients simplify complex financial decisions and feel more confident about their future.Glennel Jordan, MBA, CFP®, focuses on coordinating the financial side of retirement planning, including investments, taxes, withdrawal strategies, and long-term planning considerations. She is passionate about educating clients and helping make financial decisions easier to understand and act on.Space is limited! RSVP by June 9 to reserve your spaces!Attendees will be eligible for a complimentary estate planning consultation with Yim & Yempuku to be scheduled at a later date. Presentation at The Occidental Meeting Room with Monica M.M. Yempuku, esq., Christina Leos, Kelley Tom and Glennel Jordan. https://cdn-az.allevents.in/events5/banners/a4a61e30-69a0-11f1-9578-a1beb0c0b8c8-rimg-w1110-h740-dcdbd5d3-gmir.jpg https://cdn-az.allevents.in/events3/banners/a4e263e0-69a0-11f1-a7fc-0517f8089ffd-rimg-w555-h740-dc8a7e75-gmir.jpg https://cdn-az.allevents.in/events7/banners/a51a15b0-69a0-11f1-9578-a1beb0c0b8c8-rimg-w1113-h740-dc3477ad-gmir.jpg https://cdn-az.allevents.in/events6/banners/a5914180-69a0-11f1-ba52-bfd8536ace95-rimg-w1110-h740-dca8a9aa-gmir.jpg - **Event URL**: https://allevents.in/honolulu/sip-taste-learn-estate-planning-and-tax-efficient-retirement-strategies/100001989433965545 - **Event Categories**: business, meetups - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Duration: 2 hours - Location: 1163 S Beretania St. - Languages: English ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Honolulu - **state**: HI - **country**: United States - **location**: 1163 S Beretania St. - **lat**: 21.3015196 - **long**: -157.8437051 - **full address**: 1163 S Beretania St., 1163 South Beretania Street, Honolulu, United States ## Event gallery - **Alt text**: Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies - **Image URL**: https://cdn-az.allevents.in/events3/banners/7f5e7ca9ada16065952afab17624e4254a771a12cddc21b3bab0a518763b4a9f-rimg-w1200-h800-dc181715-gmir.jpg?v=1779462555 ## FAQs - **Q**: When and where is Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies being held? - **A:** Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies takes place on Thu, 25 Jun, 2026 at 05:30 pm to Thu, 25 Jun, 2026 at 07:30 pm at 1163 S Beretania St., 1163 South Beretania Street, Honolulu, United States. - **Q**: Who is organizing Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies? - **A:** Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies is organized by Yim & Yempuku. - **Q**: Who is this event for? Is it right for me? - **A:** Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies is ideal for party-goers, social butterflies, and anyone looking for a great night out with music, drinks, and good vibes. Whether you're a first-time attendee or a longtime enthusiast in Honolulu, this event is thoughtfully curated to deliver a standout experience worth every moment. If Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies sounds like your kind of event, don't wait - spots fill up fast. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies", "image": "https://cdn-az.allevents.in/events3/banners/7f5e7ca9ada16065952afab17624e4254a771a12cddc21b3bab0a518763b4a9f-rimg-w1200-h800-dc181715-gmir.jpg?v=1779462555", "startDate": "2026-06-25", "endDate": "2026-06-25", "url": "https://allevents.in/honolulu/sip-taste-learn-estate-planning-and-tax-efficient-retirement-strategies/100001989433965545", "location": { "@type": "Place", "name": "1163 S Beretania St.", "address": { "@type": "PostalAddress", "streetAddress": "1163 South Beretania Street", "postalCode": "96814", "addressLocality": "Honolulu", "addressRegion": "HI", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "21.3015196", "longitude": "-157.8437051" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Sip wine, Taste heavy pupus, and Learn more about estate planning & tax-efficient retirement strategies w/Yim & Yempuku and Summit Financial", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-09-06", "availabilityEnds": "2026-06-25", "validFrom": "2026-09-06", "lowPrice": "0.00", "highPrice": "0.00", "price": "0.00", "url": "https://allevents.in/honolulu/sip-taste-learn-estate-planning-and-tax-efficient-retirement-strategies/100001989433965545" }, { "@type": "Offer", "availability": "https://schema.org/SoldOut", "priceCurrency": "USD", "availabilityStarts": "2026-09-06", "availabilityEnds": "", "validFrom": "2026-09-06", "url": "https://allevents.in/honolulu/sip-taste-learn-estate-planning-and-tax-efficient-retirement-strategies/100001989433965545", "price": 0, "name": "General Admission" } ], "organizer": [ { "@type": "Organization", "name": "Yim & Yempuku", "url": "https://allevents.in/org/yim-and-yempuku/27690934", "description": "Yim & Yempuku, A Limited Liability Law Company, formerly known as The Law Offices of Stephen B. Yim, was founded in 1996 and is a Honolulu-based estate planning firm dedicated to helping Hawai‘i families protect their legacies through thoughtful, relationship-driven strategies. Known for its holistic approach, the firm provides not only legal documents but also conversation-focused tools that empower families to communicate and thrive across generations.Honors & Recognition: American College of Trust and Estate Counsel (ACTEC) Fellow – Stephen B. Yim, Super Lawyers – Stephen B. Yim (2021–2025), Best Lawyers: Best Law Firms – Trusts & Estates (2025–2026), Best Lawyers in America – Stephen B. Yim (2010–2026), Best Lawyers: Ones to Watch – Monica M.M. Yempuku (2026), Honolulu Magazine – Best Lawyers in Hawai'i.Yim & Yempuku is located at 2054 S. Beretania Street, Honolulu, HI 96826. 808-524-0254 | M–F 9:00 a.m.–4:00 p.m." } ] } ] ```