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

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 $75.00

We are no longer accepting registration for this event

January 11, 2022 (Tuesday) -- VIRTUAL Meeting -- 11:00 am

Speaker:   SUSAN KAY     (click name for bio)

 Topic:    The Ultimate Calendar of Marketing Events
        
      (no CFP CE credit)

Join us to  kick off 2022......still virtual.........with a sought after national speaker, Susan Kay, who has appeared before numerous financial professionals across the country.

Susan will walk you through.....how to market yourself with a plan....elevate & maintain your visibility.....leverage your team...niche marketing.....treat your clients to a 5-star experience.....how to get referrals effortlessly.

Event Date 01-11-2022 11:00am
Event End Date 01-11-2022
Registration Start Date 12-22-2021
Cut off date 01-10-2022
Individual Price Free

We are no longer accepting registration for this event

2/8/2022 at Dave & Busters (Ward Village - free parking)

Lunch at 11:30 am               Program:   Noon to 1:15 pm

Please register by February 2nd since we have to submit lunch count.  This is NOT a virtual meeting.

Topic:     Market Rate Cash Balance Plans 
              (Accepted for -1- CFP® CE Credit)

Cash Balance Plans (CBPs) are being used more frequently by employers as enhanced retirement savings vehicles.  While CBPs have been in use for decades, more are now deploying market-return interest crediting on the accounts.  This design feature greatly reduces the risks that are inherent in “traditional” CBPs that use a fixed interest rate promise.  This session provides basic education on CBPs, explains the correlation to standard DC plans, and highlights the different CBP design options.  The goal is to equip advisors with everything they need to have meaningful discussions with their clients about this powerful retirement plan option.

KuhelAlex Oct3    Speaker:  Alex Kuhel, Partner -- OctoberThree

Alex Kuhel is a member of the actuarial consulting team and leads the Private Market practice at October Three. During his 25-year career, Alex has consulted with clients ranging from sole-proprietorships to large corporations. He specializes in helping business owners and partnerships design and manage optimal retirement programs for their organizations. Alex’s mission is to connect these employers with October Three’s approach to plan design and client service, and its innovative technology that is not otherwise available in the small-business marketplace. Alex believes that providing closely-held companies access to our ideas, services and technology will modernize the industry for this market segment.

Alex is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), and a member of the American Society of Pension Professionals and Actuaries (MSPA). Alex received a B.S. in Actuarial Science from the University of Iowa.

Event Date 02-08-2022 11:30am
Event End Date 02-08-2022 1:15pm
Registration Start Date 01-19-2022
Cut off date 02-04-2022
Individual Price Free

We are no longer accepting registration for this event

2/8/2022 at Dave & Busters (Ward Village - free parking)

Lunch at 11:30 am               Program:   Noon to 1:15 pm

Please register by February 2nd since we have to submit lunch count.  This is NOT a virtual meeting.

Topic:     Market Rate Cash Balance Plans       (Accepted for -1- CFP® CE Credit)

Cash Balance Plans (CBPs) are being used more frequently by employers as enhanced retirement savings vehicles.  While CBPs have been in use for decades, more are now deploying market-return interest crediting on the accounts.  This design feature greatly reduces the risks that are inherent in “traditional” CBPs that use a fixed interest rate promise.  This session provides basic education on CBPs, explains the correlation to standard DC plans, and highlights the different CBP design options.  The goal is to equip advisors with everything they need to have meaningful discussions with their clients about this powerful retirement plan option.

KuhelAlex Oct3    Speaker:  Alex Kuhel, Partner -- OctoberThree

Alex Kuhel is a member of the actuarial consulting team and leads the Private Market practice at October Three. During his 25-year career, Alex has consulted with clients ranging from sole-proprietorships to large corporations. He specializes in helping business owners and partnerships design and manage optimal retirement programs for their organizations. Alex’s mission is to connect these employers with October Three’s approach to plan design and client service, and its innovative technology that is not otherwise available in the small-business marketplace. Alex believes that providing closely-held companies access to our ideas, services and technology will modernize the industry for this market segment.

Alex is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), and a member of the American Society of Pension Professionals and Actuaries (MSPA). Alex received a B.S. in Actuarial Science from the University of Iowa.

 

Event Date 02-08-2022 11:30am
Event End Date 02-08-2022 1:15pm
Registration Start Date 01-19-2022
Cut off date 02-10-2022
Individual Price $45.00

We are no longer accepting registration for this event

March 8, 2022 (Tuesday) - Dave & Busters (Ward Village) -- 11:30 am (lunch)  12:00 pm (program)
       

KhlopinRoger BoH    Speaker:     Roger Khlopin, CFA® - Senior VP & Chief Investment Officer -- Bank of Hawaii

Mr. Khlopin as CIO manages over $6 bilion in discretionary client assets.  He has over 25 years of investment management experience including 20 years at Bank of Hawaii.  He is a CFA® and earned a B.S. degree from New York University and completed a graduate certificate in Professional Accounting from the University of Hawaii.

Topic:       Are We Living in a Bubble?

Inflation has surged to the highest level in close to 40 years and the Federal Reserve is about to raise interest rates.  Is the bull market in stocks about to end?  The program will provide an overview of the factors that have been driving assset prices to higher and higher levels.  Mr. Khlopin will share his perspectives on inflation, interest rates, the stock market and what we can expect in 2022.    (Program accepted for -1- CFP® CE credit by CFP® Board -- id#299921)


Cost:     $40 for Lunch/Program Participants for this individual meeting

             $45 for Guests for this individual meeting

For Annual Program Fee Participants --  no charge for lunch

 

Event Date 03-08-2022 11:30am
Event End Date 03-08-2022 1:15pm
Registration Start Date 02-17-2022
Cut off date 03-04-2022
Individual Price Free

We are no longer accepting registration for this event

March 8, 2022 (Tuesday) - Dave & Busters (Ward Village) -- 11:30 am (lunch)  12:00 pm (program)
       

KhlopinRoger BoH    Speaker:     Roger Khlopin, CFA® - Senior VP & Chief Investment Officer -- Bank of Hawaii

Mr. Khlopin as CIO manages over $6 bilion in discretionary client assets.  He has over 25 years of investment management experience including 20 years at Bank of Hawaii.  He is a CFA® and earned a B.S. degree from New York University and completed a graduate certificate in Professional Accounting from the University of Hawaii.

Topic:       Are We Living in a Bubble?

Inflation has surged to the highest level in close to 40 years and the Federal Reserve is about to raise interest rates.  Is the bull market in stocks about to end?  The program will provide an overview of the factors that have been driving assset prices to higher and higher levels.  Mr. Khlopin will share his perspectives on inflation, interest rates, the stock market and what we can expect in 2022.  (Program accepted for -1- CFP® CE credit by CFP® Board -- id#299921)

Event Date 03-08-2022 11:30am
Event End Date 03-08-2022 1:15pm
Registration Start Date 02-17-2022
Cut off date 03-03-2022
Individual Price $40.00

We are no longer accepting registration for this event

March 8, 2022 (Tuesday) - Dave & Busters (Ward Village) -- 11:30 am (lunch)  12:00 pm (program)
       

KhlopinRoger BoH    Speaker:     Roger Khlopin, CFA® - Senior VP & Chief Investment Officer -- Bank of Hawaii

Mr. Khlopin as CIO manages over $6 bilion in discretionary client assets.  He has over 25 years of investment management experience including 20 years at Bank of Hawaii.  He is a CFA® and earned a B.S. degree from New York University and completed a graduate certificate in Professional Accounting from the University of Hawaii.

Topic:       Are We Living in a Bubble?

Inflation has surged to the highest level in close to 40 years and the Federal Reserve is about to raise interest rates.  Is the bull market in stocks about to end?  The program will provide an overview of the factors that have been driving assset prices to higher and higher levels.  Mr. Khlopin will share his perspectives on inflation, interest rates, the stock market and what we can expect in 2022.   (Program accepted for -1- CFP® CE credit by CFP® Board -- id#299921)

Event Date 03-08-2022 11:30am
Event End Date 03-08-2022 1:15pm
Registration Start Date 02-17-2022
Cut off date 03-03-2022
Individual Price $45.00

We are no longer accepting registration for this event

April 12, 2022  (Tuesday) -- Dave & Busters at Ward Village
Lunch at 11:30 am             Program:  Noon to 1:15 pm

Please note that the there is no fee to attend the presentation.  The fee that you are paying is for lunch.

Speaker:  Jane Burigsay, Public Affairs Specialist- Social Security Administration

Jane Burigsay has over 20 years with the Social Security Administration.  She conducts numerous presentations on Social Security programs across Hawaii and is the liason between congressional offices, community organizations, disability advocates, the military, the media and other government agencies.

Topic:   Social Security

Always a popular program....understand what Social Security means to your clients financial futures. Issues to be discussed
are:  retirement;  spouse's retirement;  survivor, disability and dependent children benefits.  An overview of factors to
consider prior to retirement, filing information and Medicare enrollment periods will be covered.  The expanded online
services available will also be explained.   www.SocialSecurity.gov/myaccount

This program has been accepted for -1- CFP® CE Credit.

Event Date 04-12-2022 11:30am
Event End Date 04-12-2022 1:15pm
Registration Start Date 03-21-2022
Cut off date 04-09-2022
Individual Price Free

We are no longer accepting registration for this event

April 12, 2022  (Tuesday) -- Dave & Busters at Ward Village
Lunch at 11:30 am             Program:  Noon to 1:15 pm

Please note that the there is no fee to attend the presentation.  The fee that you are paying is for lunch.

Member Fee for Individual Meeting:  $40.00 (pay online or bring a check to meeting) -- please register online

Speaker:  Jane Burigsay, Public Affairs Specialist- Social Security Administration

Jane Burigsay has over 20 years with the Social Security Administration.  She conducts numerous presentations on Social Security programs across Hawaii and is the liason between congressional offices, community organizations, disability advocates, the military, the media and other government agencies.

Topic:   Social Security

Always a popular program....understand what Social Security means to your clients financial futures. Issues to be discussed
are:  retirement;  spouse's retirement;  survivor, disability and dependent children benefits.  An overview of factors to
consider prior to retirement, filing information and Medicare enrollment periods will be covered.  The expanded online
services available will also be explained.   www.SocialSecurity.gov/myaccount

Program accepted for -1- CFP® CE Credit

Event Date 04-12-2022 11:30am
Event End Date 04-12-2022 1:15pm
Registration Start Date 03-21-2022
Cut off date 04-09-2022
Individual Price $40.00

We are no longer accepting registration for this event

April 12, 2022  (Tuesday) -- Dave & Busters at Ward Village
Lunch at 11:30 am             Program:  Noon to 1:15 pm

Please not that there is no fee to attend the presentation.  The fee that you are paying is for your meal.,

Guest Cost:  $45.00 (pay online or bring a check to meeting) -- please register online

Speaker:  Jane Burigsay, Public Affairs Specialist- Social Security Administration

Jane Burigsay has over 20 years with the Social Security Administration.  She conducts numerous presentations on Social Security programs across Hawaii and is the liason between congressional offices, community organizations, disability advocates, the military, the media and other government agencies.

Topic:   Social Security

Always a popular program....understand what Social Security means to your clients financial futures. Issues to be discussed
are:  retirement;  spouse's retirement;  survivor, disability and dependent children benefits.  An overview of factors to
consider prior to retirement, filing information and Medicare enrollment periods will be covered.  The expanded online
services available will also be explained.   www.SocialSecurity.gov/myaccount

Program accepted for -1- CFP® CE Credit

Event Date 04-12-2022 11:30am
Event End Date 04-12-2022 1:15pm
Registration Start Date 03-21-2022
Cut off date 04-09-2022
Individual Price $45.00

We are no longer accepting registration for this event