Meeting Notice

                                    Click on "Events Calendar" above for 2019 meeting dates

Next Lunch Meeting on July 9th at the Plaza Club, 20th Floor 

2019 Lunch Program Annual  Fee -- fee is now pro-rated  

Click Here to make your lunch reservation for July 9th  meeting  (deadline to register:  July 3rd)

11:30 am   Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

TOPIC:    Rollovers in the  Current Regulatory Environment

                With the demise of the fiduciary rule  and now with the SEC finalizing its Reg BI rules, we have an adjusting landscape.  Rollovers from the views of FINRA & DOL along with roll over options, current best practices & states' initiatives will also be reviewed.

Accepted for -1- CFP® CE Credit (Course Code:  263177) &  -1- CPE Credit for CPAs

Speaker:   Thomas E. Clark, Jr. - Partner, The Wagner Law Group

                          Mr. Clark in an attorney practicing in the field of ERISA compliance & fiduciary duty issues, employee benefits and exec compensation, and litigation.  He leads the firm's St. Louis, MO office, is a co-author of ERISA:  Principles of Employee Benefits Law, and well quoted in financial publications.

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 or cash.
 

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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