Click on "Events Calendar" above for 2016 Meeting Dates
Topic: 2016 Mid Year Economic & Market Outlook
A review of 2016 performance so far with each major asset class....stocks, bonds, sectors, foreign markets, & alternative investments will be shared. This lively presentation will leave you with a clear view of both the opportunities and risks for the latter half of 2016 and beyond.
Mr. Nelson is CEO of Capital Insight Partners based in Scottsdale, AZ. The firm has offices in 4 states and clients across the country. He has almost 30 years of portfolio management experience, most of it in a fiduciary capacity. His degrees are a Bachelor of Science from St. John's University and a MBA from the University of St. Thomas. Mr. Nelson is active in his community, a member of the Phoenix CFA Society and CFA Institute.
Accepted for -1- CFP® CE Credit (program id 228497) and -1- CPE Credit
Cost: $35 for FPA Members (who are not annual lunch participants)
$45 for Guests
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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Phone: 800-SATURNA ext 410