Chapter Events -- Past
The 16th Annual Symposium Conference -- Info & Registration
| Event Date | 09-26-2019 8:00am |
| Event End Date | 09-26-2019 4:00pm |
| Cut off date | 09-22-2019 |
| Individual Price | $135.00 |
Hope Young of Kokua Mau will review their services in their work with diverse professionals, working with people facing serious illness, advance care planning, health decisions, and POLST (medical standing orders honored by EMS), hospice and palliative care.
Program Accepted for -1- CE Credit by CFP® Board of Standards (program id: 265707)
| Event Date | 10-08-2019 11:30am |
| Event End Date | 10-08-2019 1:15pm |
| Cut off date | 10-04-2019 |
| Individual Price | Free |
New Standards for a Fiduciary World: Understanding CFP® Board's Revisions
Accepted for -2- CFP® Ethics Credits
Cost: $50 for 2019 Annual Lunch Participants
Cost: $85 for Non - Annual Lunch Particpants
Registration Form for payment with a check. Mail in form with your check.
Credit Card Payments will be processed by PayPal.
Dan Candura, CFP®, a favorite ethics instructor has an engaging presentation that uses polls, videos and case studies to keep you involved and learning. You will participate in an informative and engaging session that teaches the learning objectives required by CFP® Board for ethics training. Dan hails from Massachusetts and we appreciate his dedication by traveling to Hawaii.
Please bring your mobile phone, tablet or other web based device to participate & interact with fellow participants.
We we will also hold the election of officers and directors for 2020 year at 12:00pm on November 12th at the Plaza Club.
Questions: Call 808-394-3451 or email at:
| Event Date | 11-12-2019 11:30am |
| Event End Date | 11-12-2019 2:00pm |
| Cut off date | 11-07-2019 |
| Individual Price | $50.00 |
Speaker: Roger Khlopin, CFA, Sr VP & Chief Investment Officer -- Bank of Hawaii
Mr. Khlopin serves as the Chief Investment Officer for Bank of Hawaii, which manages over $6 billion in discretionary client assets. He has over 25 years of investment management experience, including 16 years at Bank of Hawaii. Prior tenures include securities analysis at Sanford Bernstein and Smith Barney in New York. Mr. Khlopin is a Chartered Financial Analyst (CFA) and earned a B.S. degree from New York University. He also completed a Graduate Certificate in Professional Accounting from the University of Hawaii.
Topic: Financial Market Outlook for 2020 -- The current bull market, at 10 years, is the longest in history. While the recent exuberance has swelled investors’ wallets, it has also begun to shrink their confidence in the market’s ability to keep climbing. Can we expect the bull market to continue through next year or will 2020 see the first bear market in over a decade? (This program has been accepted for -1- CFP® CE credit)
Time & Location: 11:30 am at the Plaza Club, 20th Floor -- buffet lunch at 11:30 am -- 10 minute partner presentation prior to program
Public parking available at Harbor Court or Alii Place -- no parking validation at Plaza Club
| Event Date | 01-14-2020 11:30am |
| Event End Date | 01-14-2020 1:15pm |
| Cut off date | 01-10-2020 |
| Individual Price | Free |
Speaker: Berton Hamamoto, CFP®, CRB, CRS, ABR -- Properties Profiles
Mr. Hamamoto is the President & Principal Broker at Properties Profiles. He's a graduate of USC School of Business. Although starting out in annuities & insurance products he got his real estate brokers license & formed his own company in 1992. He served as President of the Honolulu Board of Realtors in 2002 & President of the Hawaii Assn of Realtors in 2011. He also teaches real estate classes on property management & purchase contracts.
Topic: Hawaii Residental Real Estate (Accepted for -1- CFP® CE Credit #269620)
An overview of the current residential market across Hawaii, the affordability crisis, current projects, median sale prices, inventory, rental market, legislative initiatives, potential new real estate taxes & where the Hawaii market is heading with data analysis will be presented.
Time & Location: February 11, 2020 at 11:30 am at the Plaza Club, 20th Floor -- 10 minute partner presentation prior to program
Public parking available at Harbor Court or Alii Place -- no parking validation at Plaza Club
| Event Date | 02-11-2020 11:30am |
| Event End Date | 02-11-2020 1:15pm |
| Cut off date | 02-06-2020 |
| Individual Price | Free |
Speaker: Berton Hamamoto, CFP®, CRB, CRS, ABR -- Properties Profiles
Mr. Hamamoto is the President & Principal Broker at Properties Profiles. He's a graduate of USC School of Business. Although starting out in annuities & insurance products he got his real estate brokers license & formed his own company in 1992. He served as President of the Honolulu Board of Realtors in 2002 & President of the Hawaii Assn of Realtors in 2011. He also teaches real estate classes on property management & purchase contracts.
Topic: Hawaii Residental Real Estate (Accepted for -1- CFP® CE Credit)
An overview of the current residential market across Hawaii, the affordability crisis, current projects, median sale prices, inventory, rental market, legislative initiatives, potential new real estate taxes & where the Hawaii market is heading with data analysis will be presented.
Time & Location: February 11, 2020 at 11:30 am at the Plaza Club, 20th Floor -- 10 minute partner presentation prior to program
Public parking available at Harbor Court or Alii Place -- no parking validation at Plaza Club
| Event Date | 02-11-2020 11:30am |
| Event End Date | 02-11-2020 1:15pm |
| Cut off date | 02-06-2020 |
| Individual Price | $45.00 |
Speaker: Phillip Orlando, CFA - Chief Equity Market Strategist -- Federated Investors
Mr. Orlando is responsible for Federated's views on the economy, the financial markets and the firm's investment positioning stragegies along with bringing extensive macroeconomic, investment strategy and product knowledge to the clients and the sales team. He is a frequent contributor to several business media outlets. Phil received his MBA and bachelor's degree from New York University.
Topic: More Room to Run in 2020
The fourth quarter of 2018 was dismal with stocks plunging by 20% as investors were pricing in the near-certainty of recession. But the S&P 500 enjoyed a powerful 36% rebound from its Christmas Eve bottom over the course of 2019 as recession fears failed to materialize. The economy may skirt recession yet again, the Fed appears to be on hold indefinitely and we're making progress on resolving both the China trade dispute and Brexit. With the upcoming election, how will voters weigh their "style vs substance" choice at the polls, how will the economy perform and how should investors position themselves? Phil will share his always candid views on how all this uncertainty may play out and what it means for investors.
Time & Location: March 3, 2020 at 11:30 am at the Plaza Club, 20th Floor -- 10 minute partner presentation by Federated prior to program
Public parking available at Harbor Court or Alii Place -- no parking validation at Plaza Club.
Note that the March 3rd is the 1st Tuesday.....and this will be our last lunch meeting at the Plaza Club as they will close permanently in April. Our April 14 meeting will be at Dave & Busters next to the Ward Theatres (parking there is free)
Questions: call 808-394-3451
| Event Date | 03-03-2020 11:30am |
| Event End Date | 03-03-2020 1:15pm |
| Cut off date | 02-29-2020 |
| Individual Price | Free |
| Event Date | 04-14-2020 |
| Event End Date | 04-14-2020 |
| Cut off date | 03-13-2020 |
| Individual Price | Free |
| Event Date | 05-12-2020 11:30am |
| Event End Date | 05-12-2020 1:15pm |
| Cut off date | 05-01-2020 |
| Individual Price | Free |
| Event Date | 06-09-2020 10:00am |
| Event End Date | 06-09-2020 11:00am |
| Individual Price | Free |