November 18, 2014 (Tuesday) -- Plaza Club, 20th Floor
11:30 am - Buffet Lunch Noon - Election of Officers & Directors
12:10 to 2:10 pm -- Ethics Program -- Sign In & Sign Out Required
Click here to download registration form -- Advance Payment Required. No online registration.
Cost: $50.00 FPA Members & Lunch Participants $80 for Guest (includes lunch)
Registration Deadline: Nov. 13 -- please cooperate
This is our annual meeting. Election of Officers & Directors will take place at noon.
Topic: Professional Conduct Review for CFP® Practitioners
A special ethics program with the five learning objectives required by the CFP® Board of Standards will
be presented as a "thinking" session with an added discussion on how the rules are defined & interpreted.
Instuctor: Roberta Lee-Driscoll, CFP®
Roberta began her financial services career in 1988. A product of Hawaii's public schools and a
graduate of UH Manoa in Education and Communications, Roberta also serves as a conflict resolution
Accepted for -2- CE ETHICS Credits by CFP® Board of Standards
-2- CPE Credits
Deadline for Registration: November 13, 2014
Questions, call 808-394-3451.
Notice of Election for 2015 Officers & Directors
President -- Stacia Murray, CFP®, CRPC
President Elect -- Julie Kiwada
Secretary -- Geal Talbert, CFP®, CLU, ChFC
Directors: Wai Kee Chan, CFP® -- Christina Cotten, CFP® -- Guy Fujishige, CFS, CRPC,
Percy Ihara -- Julie Inouye, CFP® -- Jeffrey Ling, CFP® -- Jaren Yuen, CFP®
Chair of the Board - Jodie Duvall, CFP® (automatic)
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 November 2014