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Meeting Notice

Click on "Events Calendar" above for 2018 meeting dates

Click Here for 2018 Lunch Participant Form

Next Lunch Meeting on May 8, 2018 at the Plaza Club, 20th Floor

Click Here to make your lunch reservation (Deadline: May 3rd)

11:30 am Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

Speaker: Julie Tumbaga, Vice President
Old Republic Exchange Company

With more than 20 years of experience in the real estate industry, Julie Tumbaga has overseen OR Exchange’s Honolulu office since 2001. She manages the office’s staff, marketing initiatives and educational program. Previously, Julie was a sales and marketing consultant at Old Republic Title & Escrow (ORTC) of Hawaii. She received her Bachelors of Arts and Sciences in Architecture/Interior Design from San Diego State University in California.

Topic: 1031 Exchange Basics

Please join Julie Tumbaga for an overview of 1031 Tax Deferred Exchanges. This program is an introduction to 1031 Exchanges and will touch on all basic rules, regulations, benefits and other concepts necessary for a successful 1031 Exchange.

-1- CFP® CE Credit Accepted by CFP® Board of Standards (ID#: 250040) & -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.

“While the materials for the course(s) on CFP Board’s Professional Standards have been approved by CFP Board as meeting the established standards for continuing education, CFP Board does not review the method or means 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

Disclaimer
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.