Chapter Events -- Past

Tuesday, March 9, 2021 -- 11:00 am to 12:00 pm

DanIharaSpeaker:          DAN IHARA - The Ihara Team

For the last 15 years Dan Ihara has helped Hawaii’s families plan their real estate needs. After thousands of consultations and helping over 1,157 families reach their real estate goals he’s developed unique approaches to create generational wealth through real estate. Dan works hand in hand with select CPAs, attorneys, trust companies and financial planners to create custom strategies that have enabled families to reach their goals. If you want to stand out in your field and bring greater value to your clients, don’t miss this opportunity.

Topic:   Proactive Real Estate Planning To Reduce Family Stress & Disputes

Have you ever heard of a family who fought over real estate after the parents died?  Help your clients plan in advance for the care of loved one(s).  Recognize potential problems before it arises.  Create financial strategies to reduce tax liability & create generational wealth;  utilize 2031 exchange as a tool for financial planning;  and understand how the basics of the Delaware Statutory Trust & How families are using it to reach their financial goals.

Accepted for -1- CFP® CE Credit

Event Date 03-09-2021 11:00am
Event End Date 03-09-2021 12:00pm
Cut off date 03-06-2021 6:00pm
Individual Price Free

We are no longer accepting registration for this event

Cozy Wittman mug 200x200  Speaker:    Cozy Wittman, Education & Partnerships Manager -- College Inside Track

As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money!

Topic:  Significant FAFSA Changes Every Advisor Should Know About
           
(-1- CFP® CE Credit)

Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families.

This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations!

Learning Objectives:

  1. How FAFSA is used by colleges and the Federal Government
  2. How FAFSA changes will impact families with multiple kids in college or where parents are divorced
  3. How FAFSA changes will shift potential savings strategies
  4. How does the FAFSA actually impact the merit aid process
Event Date 04-13-2021 11:00am
Event End Date 04-13-2021 12:15pm
Cut off date 04-11-2021
Individual Price FREE

We are no longer accepting registration for this event

May 11, 2021 (Tuesday) -- 11:00 am to 12:15 pm (Hawaii)

Topic:      2021 Market Outlook

Returns have rebounded in markets. Looking forward, Mr. Spicer will discuss the reasons for the market’s rebound, his views on what to expect going forward, and whether investors should position for a correction in the coming quarters.  He will address:  How asset classes have performed throughout the COVID-19 pandemc.  Whether economic fundamentals have actually changed.  If equities are now attractive versus credit.  An overview of inflation, interest rates, and other economic factors in the US and abroad.  How various asset classes typically behave within each economic regime: growth, inflation, stagflation, and weak growth.  How the COVID-19 vaccine rollout could impact markets. 

Accepted for -1- CFP
® CE Credit  (Program id:  291540)

2021 0511 SpicerThomasSpeaker:  Thomas D. Spcier, CFA - Managing Director & Portofolio Advisor, Wellington Management

Mr. Spicer works closely with portfolio managers as well as the firm's macroanalysts asset allocation strategists that spans domestic and international equities and fixed income.  Prior to joining the firm, he was with Independence Investments LLC where he focused on portfolio constructions, risk management, and client service across a number of asset classes.

Event Date 05-11-2021 11:00am
Event End Date 05-11-2021 12:15pm
Cut off date 05-10-2021
Individual Price Free

We are no longer accepting registration for this event

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
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
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
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
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
Cut off date 11-03-2021
Individual Price $149.00

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
Cut off date 01-10-2022
Individual Price Free

We are no longer accepting registration for this event