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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.

 

Sponsor of the Month

Mahalo to our April 2018 Partner

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 Joshua West


Mahalo to our March 2018 Partner

 cantor fitzgerald
John Grady

Mahalo to our October 2017 Partner

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Robert Carvalho


Mahalo to our August 2017 Partner

 RetirementFundingSolutions

Percy Ihara
Phone:  808-234-3117


Mahalo to Our July 2017 Partner

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Brendan Coyne, CIMA®
Phone:   415-420-5915


Mahalo to Our June 2017 Partner

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Mark Tsuda
Phone:  808-674-8022


 

Mahalo to Our May 2017 Partner

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John Melchor
Phone:  808-208-3504


Mahalo To Our April 2017 Partner

SecAmerica 

Jeremy Belfiore
Phone:  800-747-9111 x7140


Mahalo To Our February 2017 Partner

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Panch Romero, CFP
Phone:  800-366-7266 ext 3145


 

Mahalo to Our October 2016 Partner

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Gregory Cheng
Phone:  415.778.1932

 


Mahalo to Our August 2016 Partner

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Nick Cirbo
Ph:  805-551-2698


Mahalo to Our July 2016 Partner

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Jeremiah Batla
Ph:  213-608-5304


Mahalo to Our June 2016 Partner

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Mark Carroll
Ph:  602-625-7622


Mahalo to Our May 2016 Partner

 

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Ilan Amir
808-391-1158


Mahalo to Our April 2016 Partner

JR Robinson
Financial Planning
Hawaii
Phone:  564-0654

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Mahalo to Our March 2016 Partner

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Todd LaFountaine
phone:  206-505-5663


Mahalo to Our February 2016 Partner

Nationwide

Jim Holly
Phone: 949-636-1848


Mahalo to Our January 2016 Partner

 KalakauaGardens

Exciting New Senior Living Comunity

Steven Nawahine
Phone:  808-518-2273

    


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