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

August 9, 2022 (Tuesday) - Oahu Country Club (Gallery)
Lunch service at 11:30 am
Program at 12:00 pm to 1:15 pm
Individual Meeting Fee:  $45

Brandon  Lau            Speaker:    Brandon Lau, REALTOR® of Chaney Brooks Choice Advisors

Topic:     CARE For Our Kupuna

Although a successful realtor, Brandon is also active with KupunaWiki, a Hawaii Senior Resource Center.  It is from that perspective the he will share the diligence and expertise needed to assist our kupuna in their various transitions of life.  Four areas will be considered for kupuna (in & out of the workforce) and their families to plan for a healthy lifestyle to help ensure that their best years are yet to come.  When these issues are adequately addressed then your senior clients will receive the kind of care they deserve.

Event Date 08-09-2022 11:30am
Event End Date 08-09-2022 1:15pm
Registration Start Date 07-13-2022
Cut off date 08-05-2022
Individual Price $45.00

We are no longer accepting registration for this event

August 9, 2022 (Tuesday) - Oahu Country Club (Gallery)
Lunch service at 11:30 am
Program at 12:00 pm to 1:15 pm
Individual Meeting Fee for Guests:   $50

Brandon  Lau     Speaker:    Brandon Lau, REALTOR® of Chaney Brooks Choice Advisors

Topic:     CARE For Our Kupuna

Although a successful realtor, Brandon is also active with KupunaWiki, a Hawaii Senior Resource Center.  It is from that perspective the he will share the diligence and expertise needed to assist our kupuna in their various transitions of life.  Four areas will be considered for kupuna (in & out of the workforce) and their families to plan for a healthy lifestyle to help ensure that their best years are yet to come.  When these issues are adequately addressed then your senior clients will receive the kind of care they deserve.

Event Date 08-09-2022 11:30am
Event End Date 08-09-2022 1:15pm
Registration Start Date 07-13-2022
Cut off date 08-05-2022
Individual Price $50.00

We are no longer accepting registration for this event

September 13, 2022 (Tuesday) at Oahu Country Club -- 150 Country Club Road, Honolulu, HI  96817

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

Annual Participants:  No Lunch Fee Required for This Meeting

Program:  The Future of Financial Advice

Many advisors are faced with multiple rapidly changing industry dynamics and need to evolve their startegy by addressing these changing forces.  This program will help you define and answer the following questions:

What does it mean to be a "financial life manager?  What is the impact toyour practice and the client experience?  What is an advisor's true deliverable?  How do you change the conversation on value by answerting the "right" questions in the marketplace?                   -1- CFP® CE Credit  Approved

 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."  He received his Bachelor's degree from the Governor's State University.

Event Date 09-13-2022 11:30am
Event End Date 09-13-2022 1:15pm
Registration Start Date 08-17-2022
Cut off date 09-09-2022
Individual Price Free

We are no longer accepting registration for this event

September 13, 2022 (Tuesday) at Oahu Country Club -- 150 Country Club Road, Honolulu, HI  96817

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

FPA Members:  Individual Meeting Cost $45.00

Program:  The Future of Financial Advice

Many advisors are faced with multiple rapidly changing industry dynamics and need to evolve their startegy by addressing these changing forces.  This program will help you define and answer the following questions:

What does it mean to be a "financial life manager?  What is the impact toyour practice and the client experience?  What is an advisor's true deliverable?  How do you change the conversation on value by answerting the "right" questions in the marketplace?                            -1- CFP® CE Credit  Approved

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."  He received his Bachelor's degree from the Governor's State University.

 

Event Date 09-13-2022 11:30am
Event End Date 09-13-2022 1:15pm
Registration Start Date 08-17-2022
Cut off date 09-09-2022
Individual Price $45.00

We are no longer accepting registration for this event

September 13, 2022 (Tuesday) at Oahu Country Club -- 150 Country Club Road, Honolulu, HI  96817

Lunch at 11:30 am                   Program from Noon to 1:15 pm           Cost for Guest:  $50

Guest Cost:   $50.00

Program:  The Future of Financial Advice

Many advisors are faced with multiple rapidly changing industry dynamics and need to evolve their startegy by addressing these changing forces.  This program will help you define and answer the following questions:

What does it mean to be a "financial life manager?  What is the impact toyour practice and the client experience?  What is an advisor's true deliverable?  How do you change the conversation on value by answerting the "right" questions in the marketplace?                            -1- CFP® CE Credit  Approved

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."  He received his Bachelor's degree from the Governor's State University.

Event Date 09-13-2022 11:30am
Event End Date 09-13-2022 1:15pm
Registration Start Date 08-17-2022
Cut off date 09-09-2022
Individual Price $50.00

We are no longer accepting registration for this event

October 11, 2022 - The Pacific Club - Card Room  (1451 Queen Emma Street, Honolulu)

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

Program:   Seeking Opportunity in Global Real Estate

This program will discuss the opportunities and pitfalls of commercial real estate today....how it can benefit portfolio allocation and how current economic events are shaping the marketplace.

Presenters:

Omar Thowfeek      Omar Thowfeek, Managing Director - Investments -- Hines Global Income Trust

Omar Thowfeek directs and leads investment strategy for the Hines Global Income Trust. With 15 years of experience acquiring, managing, and divesting commercial real estate in over 14 different countries in all asset classes, Omar provides a unique vantage point in analyzing cross-border investment activity, geo-political impacts on real estate, and global trends impacting the commercial real estate universe. Omar graduated from The University of Texas at Austin with a B.A. in History and a B.B.A in Finance and is also a guest lecturer at Rice University.

Jeffrey Walters, CFP®, CMFC®    Jeffrey T. Walters, CFP®, CMFC® - Senior Regional Director - Hines Securities

Jeff Walters oversees raising capital for Hines Securities in six states on the West Coast.  He has held this role with Hines for 11 years and was in similar roles for firms like Hartford Funds for 22 years altogether now.   Having an extensive history of working with RIA’s and independent planning firms and their investment portfolios, he has unique insights on best practices in the diligence, implementation, and management of alternative investments.  Jeff graduated from the University of Washington with a B.A. in Business with a concentration in Finance and has the designation of Certified Financial Planner®.

Company Overview:

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 255 cities in 28 countries. Hines oversees investments totaling approximately $90.3 billion. Historically, Hines has developed or acquired approximately 1,486 properties, totaling over 492 million square feet. The firm currently has more than 171 developments underway around the world across all property types. Hines is one of the largest and most-respected real estate organizations in the world.

Event Date 10-11-2022 11:30am
Event End Date 10-11-2022 1:15pm
Registration Start Date 09-21-2022
Cut off date 10-08-2022
Individual Price Free

We are no longer accepting registration for this event

October 11, 2022 - The Pacific Club - Card Room  (1451 Queen Emma Street, Honolulu)

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

Program:   Seeking Opportunity in Global Real Estate

This program will discuss the opportunities and pitfalls of commercial real estate today....how it can benefit portfolio allocation and how current economic events are shaping the marketplace.

Presenters:

Omar Thowfeek      Omar Thowfeek, Managing Director - Investments -- Hines Global Income Trust

Omar Thowfeek directs and leads investment strategy for the Hines Global Income Trust. With 15 years of experience acquiring, managing, and divesting commercial real estate in over 14 different countries in all asset classes, Omar provides a unique vantage point in analyzing cross-border investment activity, geo-political impacts on real estate, and global trends impacting the commercial real estate universe. Omar graduated from The University of Texas at Austin with a B.A. in History and a B.B.A in Finance and is also a guest lecturer at Rice University.

Jeffrey Walters, CFP®, CMFC®    Jeffrey T. Walters, CFP®, CMFC® - Senior Regional Director - Hines Securities

Jeff Walters oversees raising capital for Hines Securities in six states on the West Coast.  He has held this role with Hines for 11 years and was in similar roles for firms like Hartford Funds for 22 years altogether now.   Having an extensive history of working with RIA’s and independent planning firms and their investment portfolios, he has unique insights on best practices in the diligence, implementation, and management of alternative investments.  Jeff graduated from the University of Washington with a B.A. in Business with a concentration in Finance and has the designation of Certified Financial Planner®.

Company Overview:

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 255 cities in 28 countries. Hines oversees investments totaling approximately $90.3 billion. Historically, Hines has developed or acquired approximately 1,486 properties, totaling over 492 million square feet. The firm currently has more than 171 developments underway around the world across all property types. Hines is one of the largest and most-respected real estate organizations in the world.

Event Date 10-11-2022 11:30am
Event End Date 10-11-2022 1:00am
Registration Start Date 09-21-2022
Cut off date 10-08-2022
Individual Price $50.00

We are no longer accepting registration for this event

October 11, 2022 - The Pacific Club - Card Room  (1451 Queen Emma Street, Honolulu)

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

Program:   Seeking Opportunity in Global Real Estate

This program will discuss the opportunities and pitfalls of commercial real estate today....how it can benefit portfolio allocation and how current economic events are shaping the marketplace.

Presenters:

Omar Thowfeek      Omar Thowfeek, Managing Director - Investments -- Hines Global Income Trust

Omar Thowfeek directs and leads investment strategy for the Hines Global Income Trust. With 15 years of experience acquiring, managing, and divesting commercial real estate in over 14 different countries in all asset classes, Omar provides a unique vantage point in analyzing cross-border investment activity, geo-political impacts on real estate, and global trends impacting the commercial real estate universe. Omar graduated from The University of Texas at Austin with a B.A. in History and a B.B.A in Finance and is also a guest lecturer at Rice University.

Jeffrey Walters, CFP®, CMFC®    Jeffrey T. Walters, CFP®, CMFC® - Senior Regional Director - Hines Securities

Jeff Walters oversees raising capital for Hines Securities in six states on the West Coast.  He has held this role with Hines for 11 years and was in similar roles for firms like Hartford Funds for 22 years altogether now.   Having an extensive history of working with RIA’s and independent planning firms and their investment portfolios, he has unique insights on best practices in the diligence, implementation, and management of alternative investments.  Jeff graduated from the University of Washington with a B.A. in Business with a concentration in Finance and has the designation of Certified Financial Planner®.

Company Overview:

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 255 cities in 28 countries. Hines oversees investments totaling approximately $90.3 billion. Historically, Hines has developed or acquired approximately 1,486 properties, totaling over 492 million square feet. The firm currently has more than 171 developments underway around the world across all property types. Hines is one of the largest and most-respected real estate organizations in the world.

Event Date 10-11-2022 11:30am
Event End Date 10-11-2022 1:00am
Registration Start Date 09-21-2022
Cut off date 10-08-2022
Individual Price $45.00

We are no longer accepting registration for this event

November 3, 2022 (Thursday) -- Oahu Country Club -- 150  Country Club Road, Honolulu, HI  96817

All Day Program & Registration Info --  see page 4 for registration form.....pay online or complete form & mail in your check.

Time with our Partners:  8 -8:30 am & 11:30 am to noon

Cost:  Members  $159 (full day)

Speakers & Topics:

8:30 am:  The Guide to the Markets -- Jack Manley, JP Morgan

9:30 am:  An Introduction to Climate Investing -- Bill Fagan, KraneShares

10:30 am:   The Playbook for Hosting Successful HVW Family Meetings -- Mark Warren, MFS

Lunch Program:  Navigating Hawaii's Changing Real Estate Market -- Brandon Lau, Realtor, Chaney Brooks Choice Advisors

1:30 to 3:30 pm:  CFP Board's Revised Ethics Code & Standard with Dan Candura (2 hours CFP® CE ethics program -- Dan Candura will be IN PERSON)

 Questions:  Call 808-394-3451

Event Date 11-03-2022 8:00am
Event End Date 11-03-2022 3:30pm
Registration Start Date 09-27-2022
Cut off date 11-01-2022
Individual Price $159.00

We are no longer accepting registration for this event

November 3, 2022 (Thursday) -- Oahu Country Club -- 150  Country Club Road, Honolulu, HI  96817

All Day Program & Registration Info --  see page 4 for registration form.....pay online or complete form & mail in your check.

Time with our Partners:  8 -8:30 am & 11:30 am to noon

Members Cost:  $99 (morning programs & lunch only -- does not include ethics program after lunch)

Speakers & Topics:

8:30 am:  The Guide to the Markets -- Jack Manley, JP Morgan

9:30 am:  An Introduction to Climate Investing -- Bill Fagan, KraneShares

10:30 am:   The Playbook for Hosting Successful HVW Family Meetings -- Mark Warren, MFS

Lunch Program:  Navigating Hawaii's Changing Real Estate Market -- Brandon Lau, Realtor, Chaney Brooks Choice Advisors

 Questions:  Call 808-394-3451

Event Date 11-03-2022 8:00am
Event End Date 11-03-2022 1:30pm
Registration Start Date 09-27-2022
Cut off date 11-01-2022
Individual Price $99.00

We are no longer accepting registration for this event