Click on "Events Calendar" above for 2017 meeting dates.
Click Here for 2017 Lunch/Program Sign Up -- checks only....no credit card accepted.
Next Lunch Meeting: Online Registration HERE after Jan. 23rd
February 14, 2017 (Tuesday) at the Plaza Club, 20th Floor
Speaker: Caroline Gaynor, Regional Director -- Dimensional Fund Advisors
Caroline Gaynor is a regional director in Dimensional's Financial Advisor Services group and has 10 years of experience in the financial services industry. She joined the FAS group at Dimensional in 2014, after relocating to Austin, Texas, from New York City and relocated to Dimensional's Charlotte office in April 2016. Caroline works closely with advisors in the Northeast, helping to educate them on Dimensional's investment philosophy and assisting them with a wide range of issues, including capital markets research, portfolio construction, and client communication.
Topic: Structuring Effective Client Communications
This presentation focuses on using an integrated framework of scripts, stories, sketches and supplements to increase the effectiveness of a communication and messaging strategy. Attendees will learn how each part of the framework plays a vital role in determining how best to reach the target audience with the intended message, as well as how to use these different methods in combination. Specific examples of how each part of the framework has been applied in different instances throughout history is reviewed. The session is set up in workshop format and participation is encouraged so advisors can practice how they might implement these strategies in a real-world setting.
Accepted for -1- CFP® CE Credit & -1- CPE Credit (Course Code: 230531)
11:30 am Buffet Lunch & Announcements
12:10 to 1:10 pm -- Program
Cost: $40 for FPA Members & Annual Lunch Participants
$45 for Guests (not FPA member and/or not an annual lunch/program participant)
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.
2017 Officers & Directors
President -- Wai Kee Chan, CFP®
President Elect -- Guy Fujishige, CFS, CRPC
Secretary -- Stacia Murray, CFP®, CRPC
Treasurer -- Christina Cotten, CFP®
Directors: -- Bradley Itagaki, CFP® -- David Livington -- Jeffrey Ling, CFP® --
Christine Medeiros, CFP® -- Gabe Stepanic, CFP® -- Jake Yong, Jared Yuen, CFP®
Chair of the Board - Julie Kiwada
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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Phone: 800-SATURNA ext 410