Chapter Events -- Past

SIMON REILLY

Topic:   Regenerate Yourself and Your Virtual Business NOW

Achieving success in any economy requires a written plan and expanding on the following Nine Steps that include questions, steps and tips to maintain focus, define where the business is going, and how the business is going to get there in the new “virtual” normal.

When joining Zoom meeting on Sept 8th, please be sure that your name shows up so that we can track your attendance.  Mahalo for your cooperation.

Topic:  Capital for the Cannabis Space  (accepted for -1- CFP® CE credit)

KEY Investment Partners will discuss investing in the legal US cannabis market. Specifically, KEY will overview the legal US cannabis market progression (size & growth), regulatory initiatives, drivers behind the current industry funding gap, relative attractiveness of different subsectors, types of business models expected to be long term winners, and why the public cannabis market is unattractive.

You will walk away with conversational knowledge around the dynamics of the legal U.S. cannabis industry and will learn novel ways of investing in the space.

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