Meeting Notice

Click on "Events Calendar" above for 2018 meeting dates

Click Here for 2018 Lunch Participant Form

Next Lunch Meeting on June 12, 2018 at the Plaza Club, 20th Floor 

Click Here to make your  lunch reservation   (Deadline:  June 7th)

11:30 am   Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

Topic:        Medicare 101
                This program will review the benefits and services of the "Original Medicare" and various types of Medicare Advantage Plans.  Familiarize yourself with the types of penalties assessed by Social Security regarding Parts B & D if enrollments are not completed when a beneficiary is first eligible.  Traditional methods, plan options & enrollment periods for newly eligible beneficiares will be reviewed.  Parts C & D prescription drug plans will also be reviewed.

Speaker:    Margaret Wong, Sales & Marketing Director
                   Copeland Insurance Group

Margaret with a Travel Industry Management degree from UH was employed in Hawaii's travel industry but left to enter the Medicare market in 2006 and joined Copeland Insurance Group USA in 2010 to open their Hawaii operation.  The Copeland Insurance Group is in 38 states specializing in senior and the Medicare market.

-1- CFP®  CE Credit Accepted by CFP®  Board of Standards (ID#:  251164)  & -1- CPE Credit

Cost:  $40 for FPA Members who are not annual lunch participants.

           $45 for Guest who is not a FPA member & do not participate in the lunch program.

Make check payable to FPA of Hawaii -- no credit card accepted.   

Questions, call .808-394-3451

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.

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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