Meeting Notice

                                    Click on "Events Calendar" above for 2019 meeting dates

Next Lunch Meeting on JUNE 4th 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  June 4  meeting 

11:30 am   Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

TOPIC:    Managing Taxable Investments:  Techniques for

                Mitigating Tax Costs

               Learn about techniques that can be employed to enhance clients' after-tax returns.  Topics areas include:  How taxes may impact the investment portfolios;  the impact of the TCJA;  Factors that drive tax efficiency;  Compare and contrast common investment vehicles;  Municipal bond tax considerations.  

Accepted for -1- CFP® CE Credit (Course Code:  244841 -- Natixis) &  -1- CPE Credit for CPAs

Speaker:   Stewart Martin, Sr VP, Portfolio Specialist 

                  Natixis Global Asset Management

                          Mr. Martin is responsible for working with the field distribution team in the western US.  He serves as a conduit between distribution and portfolio managers.  He received his BA in political science from the University of Kansas and is Series 7, 24, and 31 licensed.

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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