Upcoming Events -- 2nd Tuesdays in 2022 but subject to change

June 8, 2021 -- 11:00 am to 12:15 pm

Topic:  Bitcoin:  Wave of the Future or Speculative Play?

The cryptocurrency bitcoin hit an all-time high in early 2021, prompting many investors and investmentprofessionals to consider whether it is appropriate for their portfolios. Several key considerations will be discussed.  It has been through several boom and bust price cycles, with the latest boom occurring during a period of increased interest in risk assets among investors.  The rise of populism and antigovernment sentiment has increased the interest in cryptocurrencies that operate outside of the traditional financial system.  Policymakers are circling seeking to tighten the regulatory frameworks & centralize oversight.  There is a large and growing ecosystem of crypto exchanges, banks and service providers looking for ways to innovate the space.  A huge amount of energy must be generated to run the high speed computers.  Is it here to stay?

Our Speakers:    

Jonathan W. Hubbard, CFA - Managing Director, MFS Investment Management® (MFS®)

Jonathan W. Hubbard, CFA, focuses on client portfolio topics, including assetallocation strategy, portfolio structure, and global investment trends and developments. In addition,he works closely with the various investment teams at the firm in determining MFS capital marketsexpectations and asset allocation views. Jon joined MFS in 2000 and has held a variety of roles, including relationship manager, investmentstrategy consultant and, most recently, director of Institutional DC Platforms. Jon earned a bachelor’s degree from Syracuse University and a Master of Business Administrationdegree from Boston College. He is a member of the CFA Institute and the Boston Security Analysts Society. He also works as an abstractor forThe CFA Institute, reviewing and condensing academic articles for inclusion in the CFA Digest.

Corey Silva, CIMA®, CIMC

Corey Silva, CIMA®, CIMC, is an associate managing director at MFS Investment Management® (MFS®). In his role, he is responsible for the servicing of MFS' retail business and the strategicdevelopment of the San Francisco Bay Area and Hawaii markets .Corey joined MFS in 2000 following four years as vice president of distribution at EvergreenFunds. He previously served in the same capacity at State Street Research InvestmentManagement for two years. Prior to that, Corey worked in marketing and distribution and as anational account manager at GT Global Financial Services. Corey earned a degree in business administration from California StateUniversity. He currently serves as a board member of the EastBay Financial Planning Association and is an alumnus of the National Speakers Association. 

Event Date 06-08-2021 11:00am
Event End Date 06-08-2021 12:15pm
Registration Start Date 05-19-2021
Cut off date 06-07-2021
Individual Price Free

We are no longer accepting registration for this event

July 13, 2021 (Tuesay) -- 11:00 am to 12:15 pm  -- LINK TO REGISTER -- No Fee Required

Topic:  1031 Exchange Solutions & Investing in Private Placements

This program will provide an overview of the IRS Section 1031 Exchange. It will also summarize the concept of 'like-kind' real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided,
(Program accepted for -1- CFP® CE credit)

JensenCharles Inland 071321  Speaker:  Charles A. Jensen, VP - Inland Securities Corporation

Mr. Jensen is responsible for developing sales and new broker dealer relationships & began his career at Inland in 2008.  Prior to joining Inland, Mr. Jensen was a Regional Sales Director with GK Development, Inc. He has also worked for Cole Capital Markets. Mr. Jensen graduated from Arizona State University with a Bachelor of Science in marketing and communication. He holds Series 6, 7, 63, and 65 securities licenses with the Financial Industry Regulatory Authority (FINRA).

 

 

Event Date 07-13-2021 11:00am
Event End Date 07-13-2021 12:00pm
Individual Price Free

August 10, 2021 (Tuesday) -- 11:00 am to 12:00 pm -- (NO CFP® CE credit)

 kagawa stephen    Speaker:  Stephen Kagawa, CEO - The Pacific Bridge Companies

Stephen is committed to helping financial advisors love the work they do. This purpose drives his efforts as the CEO of The Pacific Bridge Companies, an organization comprised of various international firms spanning the US and Asia that helps financial advisors guide their clients wherever their lives may lead. Stephen is a consistent qualifying and lifetime member of the Top of the Table of the Million Dollar Round Table, the premier association of financial professionals. He’s a GAMA International Diamond award winner who regularly speaks on international consultative and wealth management principles around the world. He was honored as the 2020 Diversity Champion by the National Association of Insurance & Financial Advisors.

Always with ALOHA values..........

This program will focus on aspirational goals/values & entrepreneurship by integrating core values into our personal and work lives.  Stephen's proposed paradigm fuses the disciplines of banking, insurance, investments, tax, and the law.   
(NO CE Credit for this program)
 
How to get to the purpose of your life & work to be linked together. 
Develop a practice aimed at "changing the world".
How to advise people without selling.
How to ask for referrals to set up for success.
Your work is to serve & help people.....soul work.  Always with ALOHA values.
 
His book, ALOHA FINANCIAL ADVISING is available on Amazon.
Event Date 08-10-2021 11:00am
Event End Date 08-10-2021 12:00pm
Registration Start Date 07-21-2021
Cut off date 08-09-2021
Individual Price Free

We are no longer accepting registration for this event

Tuesday, September 14, 2021 - Virtual Meeting

Topic:      Understanding & Managing Client Decision Making & Behavior
                
(Accepted for -1- CFP® CE credit -- Program code:  294939)

This interactive workshop on behavioral finance will assist you in understanding what drives client behavior & how to respond in ways which will help retain & expand business.  Grounded in the discipline of behavioral investing, this workshop will cover the ways in which emotions, psychology & bias can drive client decisions;    develop a client communication plan aimed at dealing with & anticipating biases & outside influences; developing the strategies to influence behavior & deeper profiling questions to anticipate client emotions.

MontellaR GS  Speaker:  Robert Montella, Senior Strategist -- Goldman Sachs

Rob serves as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity.

Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.

Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent."  Rob received his Bachelor's degree from the Governor's State University.

Event Date 09-14-2021 11:00am
Event End Date 09-14-2021 12:00pm
Registration Start Date 08-24-2021
Cut off date 09-14-2021
Individual Price Free

We are no longer accepting registration for this event

Tuesday, October 12, 2021 at 11:00 am

Topic:  Estate Planning Tips & Techniques

Our esteemed panel will focus on DRAFTING for generation-skipping transfer, HIPAA limitations, difference in Hawaii & federal estate tax exclusion amounts, residence held in trust, using & drafting joint trusts, provisions to address cryptocurrency, including NFTs & e-wills, e-signing & remote online notarization.

Presenters:  Joy Miyasaki, Esq., Judy Lee, Esq., & Randall Yee, Esq.

Joy Miyasaki

Joy Miyasaki is a partner at Carlsmith Ball LLP.  She practices in the areas of tax and estate planning, asset protection, charitable planning and tax-exempt organizations, trust and estate administration, trust and estate disputes and litigation, and tax disputes and litigation.  Joy is a fellow of the American College of Trust and Estate Counsel, AV-rated by Martindale-Hubbell, listed in Chambers & Partners' Private Wealth Law rankings, and recognized by Best Lawyers, including being named Honolulu "Lawyer of the Year" in trusts and estates, tax law, and tax litigation and controversy.  Joy has been actively involved in many professional and community organizations, including serving as President of the Hawaii Estate Planning Council in 2011.  She teaches estate planning as an adjunct professor at the William S. Richardson School of Law.  She received her A.B. and J.D. from Georgetown University.  

Judy Yuriko Lee, CFP®

Judy Lee is a partner in the law firm of Goodsill Anderson Quinn & Stifel, A Limited Liability Law Partnership LLP, and the Practice Group leader of the Goodsill firm’s Trusts, Estates and Family Business Group.  Her practice includes estate planning, trust administration, and estate and trust dispute resolution.  She is a graduate of Santa Clara University, where she received a Juris Doctor (summa cum laude) and a Masters of Business Administration.  She has been awarded an AV rating by Martindale-Hubbell Law Directory, and has been recognized with a listing in Best Lawyers in America every year since 2006.  She received the honor of being named Best Lawyers' 2014-2015 Honolulu Trusts and Estates "Lawyer of the Year" and Best Lawyers’ 2020-2021 Honolulu Trusts and Estates – Litigation “Lawyer of the Year.”  Judy is recognized in Chambers & Partners Private Wealth Law-Hawaii as a Band 1 ranked attorney.  Judy is a fellow with the prestigious American College of Trust and Estate Counsel (“ACTEC”) and is currently serving as the Hawaii State Chair of ACTEC.  Judy also serves as Chair of the Board of Directors of the Hawaii Baptist Foundation and is a director of the USS Missouri Memorial Association, Inc.  She has served as an adjunct professor at the University of Hawaii at Manoa William S. Richardson School of Law.  Judy is also a Certified Financial Planner®.

Randall M.L. Yee

Randall Yee is a partner with the law firm of Yee & Kawashima, LLLP.  His practice concentrates in estate, individual, business and real estate tax planning.  Mr. Yee is a member of the Hawaii State Bar Association and the American Bar Association.  He is also a member of the Tax and PEP Sections of the Hawaii State Bar Association and the Tax Section of the American Bar Association.  Mr. Yee is a member of the Hawaii Estate Planning Council and a fellow of the American College of Trust and Estates Counsel.  Mr. Yee is a graduate of Iolani School, the University of Washington in Seattle, Washington, and the William S. Richardson School of Law in Honolulu, Hawaii. 

Event Date 10-12-2021 11:00am
Event End Date 10-12-2021 1:00pm
Registration Start Date 09-21-2021
Cut off date 10-10-2021
Individual Price Free

We are no longer accepting registration for this event

FPA Hawaii Symposium - Thursday, November 4, 2021 at Dave & Busters - Paina Hale

Info & Registration  -- If paying with credit card....we are using PayPal.  Please be sure to select your pricing category.  

Virtual program available ONLY for Dan Candura's ethics program at 1:15 pm. If you are attending in-person, please bring your device for interactives with Dan Candura.  

If you prefer to mail in your check.....please download page 4 & complete the form. 

Dave & Busters will be requiring proof of your Covid-19 vaccination....your vaccination card, a photo of your vaccination card or QR code will be accepted......OR a negative Covid-19 test within 48 hours of the event.  Mask wearing will be required.

Questions:  contact 808-394-3451 or email at:  This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Event Date 11-04-2021 8:00am
Event End Date 11-04-2021 3:30am
Registration Start Date 10-05-2021
Cut off date 11-03-2021
Individual Price $149.00

We are no longer accepting registration for this event

FPA Hawaii Symposium - Thursday, November 4, 2021 at Dave & Busters - Paina Hale

Info & Registration  -- If paying with credit card....we are using PayPal.  Please be sure to select your pricing category.  

Virtual program available ONLY for Dan Candura's ethics program at 1:15 pm.

If you prefer to mail in your check.....please download page 4 & complete the form.  Mahalo.

Dave & Busters will be requiring proof of your Covid-19 vaccination....your vaccination card, a photo of your vaccination card or QR code will be accepted......OR a negative Covid-19 test within 48 hours of the event.  Mask wearing will be required.

Questions:  contact 808-394-3451 or email at:  This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Date 11-04-2021 8:00am
Event End Date 11-04-2021 3:30am
Registration Start Date 10-05-2021
Cut off date 11-03-2021
Individual Price $89.00

We are no longer accepting registration for this event

FPA Hawaii Symposium - Thursday, November 4, 2021 at Dave & Busters - Paina Hale

Info & Registration  -- If paying with credit card....we are using PayPal.  Please be sure to select your pricing category....this is a Guest/Non Member Category  

Virtual program available ONLY for Dan Candura's ethics program at 1:15 pm.  If you are attending in-person, please bring your device for interactives with Dan Candura. 

If you prefer to mail in your check.....please download page 4 & complete the form.  Mahalo.

Dave & Busters will be requiring proof of your Covid-19 vaccination....your vaccination card, a photo of your vaccination card or QR code will be accepted......OR a negative Covid-19 test within 48 hours of the event.  Mask wearing will be required.

Questions:  contact 808-394-3451 or email at:  This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Date 11-04-2021 8:00am
Event End Date 11-04-2021 3:30am
Registration Start Date 10-05-2021
Cut off date 11-03-2021
Individual Price $159.00

We are no longer accepting registration for this event

FPA Hawaii Symposium - Thursday, November 4, 2021 at Dave & Busters - Paina Hale

Info & Registration  -- If paying with credit card....we are using PayPal.  Please be sure to select your pricing category.  This is guest/non-member pricing.

Virtual program available ONLY for Dan Candura's ethics program at 1:15 pm.

If you prefer to mail in your check.....please download page 4 & complete the form.  Mahalo.

Dave & Busters will be requiring proof of your Covid-19 vaccination....your vaccination card, a photo of your vaccination card or QR code will be accepted......OR a negative Covid-19 test within 48 hours of the event.  Mask wearing will be required.

Questions:  contact 808-394-3451 or email at:  This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Date 11-04-2021 8:00am
Event End Date 11-04-2021 1:15pm
Registration Start Date 10-05-2021
Cut off date 11-03-2021
Individual Price $99.00

We are no longer accepting registration for this event

FPA Hawaii Symposium - Thursday, November 4, 2021 at Dave & Busters - Paina Hale

Info & Registration  -- If paying with credit card....we are using PayPal. 

Virtual program available ONLY for Dan Candura's ethics program at 1:15 pm.

If you prefer to mail in your check.....please download page 4 & complete the form.  Mahalo.

Questions:  contact 808-394-3451 or email at:  This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Date 11-04-2021 1:15pm
Event End Date 11-04-2021 3:15pm
Registration Start Date 10-05-2021
Cut off date 11-03-2021
Individual Price $50.00

We are no longer accepting registration for this event