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.
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
Joshua West
Mahalo to our March 2018 Partner
Mahalo to our October 2017 Partner
Robert Carvalho
Mahalo to our August 2017 Partner
Percy Ihara
Phone: 808-234-3117
Mahalo to Our July 2017 Partner
Brendan Coyne, CIMA®
Phone: 415-420-5915
Mahalo to Our June 2017 Partner
Mahalo to Our May 2017 Partner
John Melchor
Phone: 808-208-3504
Mahalo To Our April 2017 Partner
Jeremy Belfiore
Phone: 800-747-9111 x7140
Mahalo To Our February 2017 Partner
Panch Romero, CFP
Phone: 800-366-7266 ext 3145
Mahalo to Our October 2016 Partner
Gregory Cheng
Phone: 415.778.1932
Mahalo to Our August 2016 Partner
Nick Cirbo
Ph: 805-551-2698
Mahalo to Our July 2016 Partner
Jeremiah Batla
Ph: 213-608-5304
Mahalo to Our June 2016 Partner
Mark Carroll
Ph: 602-625-7622
Mahalo to Our May 2016 Partner
Ilan Amir
808-391-1158
Mahalo to Our April 2016 Partner
JR Robinson
Financial Planning Hawaii
Phone: 564-0654
Mahalo to Our March 2016 Partner
Todd LaFountaine
phone: 206-505-5663
Mahalo to Our February 2016 Partner
Jim Holly
Phone: 949-636-1848
Mahalo to Our January 2016 Partner
Exciting New Senior Living Comunity
Steven Nawahine
Phone: 808-518-2273