Click on "Events Calendar" Above for 2015 Meeting Dates
Our Next Lunch Meeting will be on February 10, 2015 (Tues) at the Plaza Club, 20th Floor
11:30 am - Buffet Lunch
Noon - Announcements & Program
Click here to register.
Speaker: JOHN CARL, Founder & President of the Retirement Learning Center
Mr. Carl, the "advisor to the advisors" is a highly sought after industry insider educating financial
professionals on the very latest in retirement legislation, forecasts & developments affecting the industry. He
ran Alliance Capital's defined contribution initiative & directed the global product management. He's a
graduate of Lehigh University and is based in Manhattan. He is being sponsored by Columbia Management.
Topic: Washington Retirement Update: Ahead of the Trends
Mr. Carl will share who are the Washington "movers & shakers".....Dept of Labor's enforcement
update....Defined benefit pension plans development...Defined contribution plans developments....Tax
regime developments....and new retirement savings proposals.
Accepted for -1- CFP® CE Credit / -1- CPA CE Credit
Cost: $35 for FPA Members who are not lunch participants
$45 for Guest (includes lunch)
Make check payable to FPA of Hawaii -- no credit card accepted.
Deadline for Registration: February 6, 2015 (Friday)
Questions, call 808-394-3451.
2015 Officers & Directors
President -- Stacia Murray, CFP®, CRPC
President Elect -- Julie Kiwada
Secretary -- Geal Talbert, CFP®, CLU, ChFC
Treasurer -- Mauricio Santos, CRPS
Directors: Wai Kee Chan, CFP® -- Christina Cotten, CFP® -- Guy Fujishige, CFS, CRPC,
Percy Ihara -- Julie Inouye, CFP® -- Jeffrey Ling, CFP® -- Jared Yuen, CFP®
Chair of the Board - Jodie Duvall, CFP®
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
FPA Members: You may create your own login account on the home page under Member Login.
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 January 2015
Joe Koehler, CFP®