Click on "Events Calendar" above for 2016 Meeting Dates
Next Lunch Meeting -- November 8, 2016 (Tuesday)
at the Plaza Club, 20th Floor
No Online Registration -- Advance Payment Required
Payment Deadline: October 28, 2016
Click HERE to download the registration form
11:30 am Buffet Lunch & Announcements
Noon 2017 Election of Officers & Directors
12:10 to 2:10 pm -- Ethics Program
(2 hours attendance required for credits -- Sign in & Sign out required)
Topic: Ethical Challenges II 2016
This program will use animated videos & interactive audience polling to keep you involved & learning. You will participate in an informative & engaging session that will teach the six learning objectives required by the CFP® Board through the use of case studies involving ethical challenges faced by five CFP® professionals. This session will be interactive....bring your smart phones, tablets or other web based device.
(Accepted for -2- CFP® CE Credits -- Program ID 223620) & -2- CPE Credits
(Approved for -2- Hawaii Insurance Ethics CE Credits -- Course LC214078)
Instructor: DAN CANDURA, CFP® — Candura Group LLC
Dan has taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP® Board named Dan as the CFP® Ambassador for the Boston area. A graduate of Stonehill College, Dan earned a Masters Degree from Bridgewater State University. He received his certification as a CERTIFIED FINANCIAL PLANNER™ in 1987. A proud member of FPA, Dan served on the CFP®’s Board of Directors and the Ethics Task Force.
Cost: $50 for FPA Members & Annual Lunch Participants
$80 for Guests (not FPA member or not an annual lunch participant)
Make check payable to FPA of Hawaii -- no credit card accepted. Registration Deadline: Oct. 28, 2016
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
On this page and others on the FPA of Hawaii website, live 'links” to other internet addresses can be accessed. Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of Hawaii. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA of Hawaii.
Sponsor of the Month
Mahalo to Our October 2016 Partner
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Financial Planning Hawaii
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Exciting New Senior Living Comunity
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Isida DeLilloa Phone: 630-577-2148
Phone: 800-SATURNA ext 410