Click on "Events Calendar" above for 2016 Meeting Dates
Next Lunch Meeting: February 9, 2016 (Tuesday) at the Plaza Club, 20th Floor
11:45 am -- Buffet Lunch -- note time changes
12:15 to 1:30 pm -- Announcements & Program
Speaker: CHUCK ROLPH, JD, CFP®, CLU, ChFC, AIF®, CEBS -- Technical Director
Advanced Consulting Group -- NATIONWIDE
Mr. Rolph specializes in the strategic and tactical uses of QRPs, non qualified deferred
compensation arrangements and employer sponsored benefits plans. He holds a law degree from
University of Nebraska & spend 17 years as a employee benefits attorney in Indianapolis
Topic: Retirement Plan Advisor Update + Update on DOL Fiduciary Issue
This program will provide an overview of the regulatory agenda of the Employee Benefits
Security Administration, recent tax & health care legislation, ERISA litigation trends, and updates on
proposed retirement plan legislation along with an update the on the current Dept of Labor's proposed
rule & re-draft.
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
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 February 2016 Partner
Mahalo For Our Leis
Mahalo to Our January 2016 Partner
Exciting New Senior Living Comunity
Mahalo to Our 2015 Symposium Partners
Isida DeLilloa Phone: 630-577-2148
Phone: 800-SATURNA ext 410