Click on "Events Calendar" above for 2016 Meeting Dates
Topic: Inheritance: Blessing or Curse?
While society at large might believe a large inheritance would be a blessing, many beneficiaries secretly find them to be more of a curse than a blessing. Executive coach and licensed psychologist, Dr. Jeff Crawford, will be discussing concerns experienced by many inheritors of significant wealth that he has encountered through his years of working with high net worth individuals. If not properly addressed, these concerns can lead to maladaptive behavior that can negatively impact the heir’s entire life. You will leave with a greater awareness of potential beneficiary concerns and how to address them.
Speaker: Jeffrey C. Crawford, Ph.D
Dr. Crawford if a practicing psychologist and trustee for mulitple family trusts and beneficiaries. He has consulted to high net worth senior executives and coached heirs struggling to define their place int he world. His professional training and person experience gives him a unique insight into the emotional impact of affluence on inheritors and families. He received his BA with honors in psychology from Austin College and a Ph.D in clinical psychology from the University of Texas Southwestern Medical Center at Dallas. He's a licensed psychologist in Hawaii and also established private practices in Dallas.
Accepted for -1- CFP® CE Credit & -1- CPE Credit
Cost: $35 for FPA Members
$45 for Guests (includes lunch)
Make check payable to FPA of Hawaii -- no credit card accepted.
Mail to: FPA of Hawaii 516 Kawaihae St #E Honolulu, HI 96825
We do not validate parking at the Plaza Club. Municipal parking is available at Harbor Court or Alii Place for 75¢ per 30 minutes, up to 2 hours; $1.50 per 30 minutes thereafter.
Questions, call 808-394-3451.
FPA Members: You may create your own login account on the home page under Member Login.
2016 Officers & Directors
President -- Julie Kiwada
President Elect -- Wai Kee Chan, CFP®
Secretary -- Jeffrey Ling, CFP®
Treasurer -- Mauricio Santos, CRPS
Directors: Christina Cotten, CFP® -- Guy Fujishige, CFS, CRPC -- Christine Medeiros, CFP® --
Gabe Stepanic, CFP® -- Geal Talbert, CFP®, CLU, ChFC, Jared Yuen, CFP®
Chair of the Board - Stacia Murray, CFP®, CRPC
of presentation and, therefore, makes no representation concerning the delivery of this information to the CFP® professionals"
FPA of Hawaii is registered with the Hawaii State Board of Public Accountancy as a sponsor of continuing professional education. Complaints regarding registered sponsors may be addressed to: Hawaii State Board of Accountancy, PO Box 3469, Honolulu, HI 96810
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Isida DeLilloa Phone: 630-577-2148
Phone: 800-SATURNA ext 410