Meeting Notice

                                    Click on "Events Calendar" above for 2019 meeting dates

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

2019 Lunch Program Annual  Fee

    note: June 4th meeting date is 1st Tuesday due to King Kamehameha holiday on June 11

Click Here to make your lunch reservation for  March 12  meeting 

11:30 am   Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

TOPIC:     Conservatorships & Guardianships:  Protect Your Client's

                 Financial Independence

              What happens when your client is no longer able to handle or understand basic financial decisions? What happens next and who do you contact?  This presentation will explain Conservatorships and Guardianships and discuss how financial planners can play an important role in helping clients to avoid conservatorship by planning ahead.

-1- CFP® CE Credit Accepted by CFP® Board of Standards -- Program id:  258724 & -1- CPE Credit for CPAs

Speaker:   Justine C. Herrera, Attorney and Executive Director of Maximum Legal Services Corporation, a Hawaii non-profit that offers low cost fiduciary services across the State of Hawaii.  Ms. Herrera graduated from the William S. Richardson School of Law at UH Manoa and with MaxCorp for over two years.  

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
 

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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