Upcoming Events -- 2nd Tuesdays in 2023 but subject to change

Topic:   Recruiting and Managing Talent in a Post Covid-19 World

Learning Objectives:

·         Learn the differences between the generations in today’s workforce and the impacts on the talent pipeline

·         Understand the position and career expectations of the new financial planner generation

·         Gain perspective on the capabilities of new financial planners and how they add value

·         Design a compelling opportunity and culture that attracts talent

·         Details of what works and does not work with candidate sourcing and screening strategies

·         Learn components of successful retention strategies

·         How to preboard, onboard, train and manage new hires virtually 

(NO CFP® CE CREDIT)

Speaker:  Caleb Brown, CFP®, MBA -- New Planner Recruiting

October 13, 2020 from 11:00 am to 12:00 pm    (Zoom link will be forwarded after online registration is received)

Topic:    COVID-19:  The Fed’s Response and Current Economic Conditions  (accepted for -1- CFP® credit)

Ms. Laderman will discuss the Fed’s emergency lending facilities and look at current economic conditions regarding the overall growth of the economy, employment and inflation.  We’ll talk about the responses to the Fed’s emergency measures, possible recovery scenarios, different measures of unemployment, and the Fed’s continuing commitment to 2% inflation. 

Speaker:   Elizabeth "Liz" Laderman

Liz Laderman is a Senior Outreach Economist in the Economic Education group in the Economic Research Department of the Federal Reserve Bank of San Francisco.  She speaks to outreach audiences on current economic conditions, the economic outlook, and monetary policy.  Liz also does research on household finance, small and new business finance, and small and new business formation and employment.  She has published over 50 research papers and articles.  Liz has a B.A. in mathematics from Grinnell College and a Ph.D. in economics from the University of California at Berkeley. 

Speaker:   Scott C. Suzuki, Attorney at Law

Scott C. Suzuki  graduated in the top tier of his class from the William S. Richardson School of Law at the University of Hawaii in 2004. Scott has been in private practice since his graduation and currently is the principal of the estate planning firm of Scott C. Suzuki, Attorney-at-Law.  Scott continues to be active at the University of Hawaii through his services to the University of Hawaii Elder Law Program (UHELP),  Scott’s legal practice is unique in that he provides specialized planning services for seniors, populations with special needs and the people in their lives. Most frequently, Scott assists people with estate planning, special needs trusts and planning, Long-Term Care/Medicaid and public benefit planning, guardianships, conservatorships, and probates. 

Topic:    Long Term Care Planning and Policy

This program will provide an overview of the LTC system/process, describe eligibility requirements for public LTC benefits (Medicare, Medicaid and veteran benefits) and planning techniques and strategies involving both private and public resources along with legal strategies and implications.

Accepted for -1- CFP® Credit   (Course Code:  275592)
Approved for -1- Hawaii Insurance Life Subject CE Credit  (Course#  9LW219594)

We will forward the link to the program after your online registration for your unique identifier or payment via check.

Date & Time of Program:    Tuesday, November 10 from 10:00 am to 12:00 pm

Cost:   $60 for Guests (non FPA members)

Payment online via PayPal or mail a check payable to  FPA Hawaii & mail to:  516 Kawaihae St E, Honolulu, HI  96825

Topic:  Ethics CE -- CFP® Board's Revised Standards  (new program)

Speaker:   DAN CANDURA, CFP® -- Candura Group LLC

We will forward the link to the program after your online registration/PayPal payment OR payment via check.

Date & Time of Program:  Tuesday, November 10 from 10:00 am to 12:00 pm

Cost:  $50  for FPA Members

Payment online via PayPal or mail a check payable to FPA Hawaii & mail to:   516 Kawaihae Street E, Honolulu, HI  96825

Topic:   ETHICS CE -- CFP® Board's Revised Standards  (new program)

Speaker:  DAN CANDURA, CFP® -- Candura Group LLC

Online registration -- Link to program will be sent after your registration.

Tuesday, January 12, 2021 from 11:00 am to 12:00 pm

Topic:   Market and Economic Outlook for 2021 Summary

What will 2021 bring as the world continues to fight COVID-19?  Bank of Hawaii Chief Investment Officer, Roger Khlopin, will review 2020 and provide an economic and investment outlook for 2021.

(Accepted for -1- CFP® CE Credit.  Course Code:  278611)

Speaker:    Roger Khlopin, CFA® – CIO & Sr VP at Bank of Hawaii

Mr. Khlopin serves as Chief Investment Officer and Senior Vice President for Bank of Hawaii, which manges over $6 billion in discretionary client assets.  He has over 25 years of investment management experience, including 16 years at Bank of Hawaii.  Mr. Khlopin earned a B.S. degree from New York University and completed a Graduate Certificate in Professional Accounting from the University of Hawaii.

February 9, 2021 -- 11:00 am to 12:00 pm

Speaker:  Scott Makuakane, CFP®, ESQ -- Est8 Planning Counsel

Topic:    “Estate Planning Opportunities In Uncertain Times”

Mr. Makuakane will guide and educate on the complexities, opportunities, as well as pitfalls of the current estate tax laws. The discussion will include updates and changes in current estate tax laws, as well as the importance of life insurance trusts and long term care insurance.

Accepted by CFP® Board for -1-  CFP CE Credit  (#278844)

Approved for -1- Hawaii Insurance Life/Health Insurance CE Credit

Tuesday, March 9, 2021 -- 11:00 am to 12:00 pm

Speaker:          DAN IHARA - The Ihara Team

For the last 15 years Dan Ihara has helped Hawaii’s families plan their real estate needs. After thousands of consultations and helping over 1,157 families reach their real estate goals he’s developed unique approaches to create generational wealth through real estate. Dan works hand in hand with select CPAs, attorneys, trust companies and financial planners to create custom strategies that have enabled families to reach their goals. If you want to stand out in your field and bring greater value to your clients, don’t miss this opportunity.

Topic:   Proactive Real Estate Planning To Reduce Family Stress & Disputes

Have you ever heard of a family who fought over real estate after the parents died?  Help your clients plan in advance for the care of loved one(s).  Recognize potential problems before it arises.  Create financial strategies to reduce tax liability & create generational wealth;  utilize 2031 exchange as a tool for financial planning;  and understand how the basics of the Delaware Statutory Trust & How families are using it to reach their financial goals.

Accepted for -1- CFP® CE Credit

  Speaker:    Cozy Wittman, Education & Partnerships Manager -- College Inside Track

As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money!

Topic:  Significant FAFSA Changes Every Advisor Should Know About
            (-1- CFP® CE Credit)

Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families.

This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations!

Learning Objectives:

1. How FAFSA is used by colleges and the Federal Government
2. How FAFSA changes will impact families with multiple kids in college or where parents are divorced
3. How FAFSA changes will shift potential savings strategies
4. How does the FAFSA actually impact the merit aid process

May 11, 2021 (Tuesday) -- 11:00 am to 12:15 pm (Hawaii)

Topic:      2021 Market Outlook

Returns have rebounded in markets. Looking forward, Mr. Spicer will discuss the reasons for the market’s rebound, his views on what to expect going forward, and whether investors should position for a correction in the coming quarters.  He will address:  How asset classes have performed throughout the COVID-19 pandemc.  Whether economic fundamentals have actually changed.  If equities are now attractive versus credit.  An overview of inflation, interest rates, and other economic factors in the US and abroad.  How various asset classes typically behave within each economic regime: growth, inflation, stagflation, and weak growth.  How the COVID-19 vaccine rollout could impact markets. 

Accepted for -1- CFP® CE Credit  (Program id:  291540)

Speaker:  Thomas D. Spcier, CFA - Managing Director & Portofolio Advisor, Wellington Management

Mr. Spicer works closely with portfolio managers as well as the firm's macroanalysts asset allocation strategists that spans domestic and international equities and fixed income.  Prior to joining the firm, he was with Independence Investments LLC where he focused on portfolio constructions, risk management, and client service across a number of asset classes.