Chapter Events -- Past

August 8, 2023  (Tuesday) at The Pacific Club - Card Room

Lunch at 11:30 am -- Program at Noon

Topic:  Principal Business Owners Insights

             This program provides insights into the importance of knowing the value of an owner's business, prepare the business owners for each phase of the business cycle and explains how clients and advisors can benefit.  Be an integral part of the strategy discussions to sell or transition their company.  Exit planning, succession, and business valuations will be addressed.

Speaker:  Ian B. Wetherell, CRPC, AIFA -- Senior Director - Wealth Advisory | Principal Asset Management

Ian has been in the financial advisory industry since 1999, where he joined PaineWebber as a financial advisor. After joining John Hancock in 2001, he worked with HighMark/Nationwide from 2009-2019. Ian graduated from Syracuse University in 1999 with a BS in Economics and a BA in Psychology. He enjoys running and has run nine marathons to date. Ian lives in Concord, CA with his wife and two sons.

Registration begins on July 18, 2023 for Annual Participants

September 12, 2022 (Tuesday) at the Pacific Club - Card Room

Lunch at 11;30 am
Program at Noon

        Speaker:    James Macey, CFA, CAIA, Senior Investment Strategist -- BNY Mellon

Registration begins on August 22, 2023

October 10, 2023 (Tuesday) at the Pacific Club - Card Room

Lunch at 11:30 am
Program at Noon

Topic:  721 Real Estate Exchanges & Global Market Update

This program will provide an overview of the global real estate and market themes with a critical emphasis on the global multifamily, industrial, office, and retail/mixed-use sectors.  You will walk away with a deeper understanding of the trends, headwinds, and tailwinds within respective global markets.

   Speaker:   Jeffrey Walters, CFP®, CMFC® -- Senior Regional Director, Hines Securities

Mr. Hines oversees raising capital for Hines Real Estate in six states on the West Coast.  He has held this role with Hines since 2012 and similar roles for firms such as Hartford Funds since 2000.   Having an extensive history of working with family offices and financial planners on their investment portfolios, and 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®. 

Thursday, November 2, 2023 at Oahu Country Club
8:00 am to 3:45 pm
Cost:   Members -- $99 

Registration Form & Program Info Here        

You may pay online via PayPal or mail in your check (see flyer to complete the form).

Deadline to Register:  10/25/2023  (full refund if cancelled by 10/27/23)

No ethics program this year.

Questions:   call 808-394-3451.

8:00 – 8:30 am – Visits with Partners & Refreshments

8:30 – 9:30 am

Topic:   Millennial Investing Trends   (Accepted for -1- CFP® CE credi – Quest CE)

With the massive generational wealth transfer underway, gain insight into the millennial demographic, how they communicate and the magnitude of the generational wealth transfer. Learn how you can help navigate their investment needs and hear what investments can help millennial investors reach their financial goals.

Speaker:     Jack Manley, Global Market Strategist – JP Morgan Asset Management

9:30 – 10:30 am

Topic:     Is 60/40 Dead? Long Live 60/40? Portfolio Construction For The Decade Ahead
                 (Accepted for -1- CFP® CE credit)

The death of 60/40 has been debated endlessly over the past decade, leading to a crescendo in 2022 with the consensus declaring 60/40 being dead and then declaring long live 60/40.  To deal with this schizophrenia, the track record of consensus, whether it be on bond forecasting (the 40 of the 60/40), stock forecasting (the 60 of the 60/40) and Fed forecasting will be examined.  Then keying in on the main driver of 60/40’s success or failure, and what common mistakes advisors make in constructing portfolios.  Whether adding alternatives is the answer and how to position globally in constructing the strategic portfolio will be dissected.  Finally, behavioral finance will be discussed as to what is the most important factor in helping your clients achieve their wealth goals with a 60/40 portfolio.  

Speaker:     Paul Ma, CFA®, Vice President, Lead Portfolio Strategist – Fidelity Investments

10:30 – 11:30 am

Topic:     Mastering Social Security     (Accepted for -1- CFP® CE credit – Quest CE)

This presentation reviews the top mistakes when estimating spousal benefits, the recent changes to Social Security, and how to coordinate benefits. For married clients, it can be especially complicated. It also discusses the options that are available to clients who are widowed, divorced, or worked in a government position that did not pay into Social Security.

Speaker:     Robert Van Riper, Senior Sales Representative – MFS

11:30 to Noon – Visit with Partners

Noon to 1:15 pm -- Lunch & CFP® CE Program  

Topic:   Retain Your Brain      (Accepted for -1- CFP® CE credit)
More and more research reveals a powerful message: that we—not our genes—can have control over our cognitive health today and the long-term destiny of our brains. Financial professionals already focus on helping ensure a client’s wealth lasts as long as the client lives. Can we financially prepare for the possibility of cognitive decline and prevent or at least slow, the aging of our brains? Tips will be shared to help that our clients’ brains health lasts longer too.

Speaker: Joshua West, CIMA®, Regional Vice President – Hartford Funds

1:30 – 2:30 pm

Topic: 2022 Headwinds…2023 Tailwinds? It Needs To Be So Bad To Be Good
           (Accepted for -1- CFP® CE credit)
This presentation will address: the economic outlook for US economy, the outlook for earnings, views on the future path of interest rates, key risks over the coming quarters and provide an all-encompassing look at market dynamics. Lastly, some thoughts on portfolio positioning and where the best opportunities are in the coming quarters for both equities and fixed income allocations.   

Speaker:    Jack Janasiewics, CFA®, Portfolio Manager & Lead Portfolio Strategist
                   Natixis Investment

2:30 to 3:30 pm

Topic:      Understanding Sleep and Anxiety for Optimal Performance         (no CFP® CE credit)

Understand sleep and unlock its power. Melissa Milanak, PhD, will share insightful information about the science and practicalities of sleep. She gives an exploratory talk encompassing active learning, conveying how sleep works, as well as sharing techniques on how to optimize your sleep. Additional topics covered include: the circadian rhythm, insomnia, food and beverage impact, how to shut off your mind, morning and evening routines, light and technology influences, anxiety, and exhaustion. Dr. Melissa will help you to optimize and renew your energy, motivation, and performance, leading to rebalanced lifestyle choices. This session sets you off on the right track to begin optimizing your sleep to achieve revitalized performance.

Speaker:   Melissa Milanak, PhD, Clinical Psychologist – Mind Impact Consulting

January 9, 2024  (Tuesday) at the Pacific Club's Card Room

Lunch at  11:30 am                    Program at Noon

Annual Program Participants

Topic:  Estate Tax Planning   (Accpeted for -1- CFP® CE Credit - Course Code: 320832) 

This presentation will review the changing federal and Hawaii estate tax rules and recent proposals.  It will illustrate the tax effect of the anicipated changes and alternative planning techniques along with corresponding consequences.

Our Speakers:     Joan Fujita, CPA, MBT -- Darryl Nitta, CPA -- Amber Mullis, CPA -- The  Accuity Team

     
Joan Fujita, CPA is the Tax Principal and has been with the firm since 2008 with over 30 years of tax experience. She earned a Masters in Business Taxation and a Bachelor of Business Administration in Accounting from the University of Souther California.

   
Darryl Nitta, CPA is the partner in charge of C&Y CPAs LLC, a subsidiary of Accuity.  He oversees strategic direction and day to day operations. He served on the Hawaii Tax Review Commission and more recently as the President of the Hawaii Society of CPA.  

    
Amber Mills, CPA is the Tax Manager and has been with the firm since 2017. She currently provides tax consulting and estate compliance services for the firm.

February 13, 2024  (Tuesday) at The Pacific Club - Card Room

11:30 am --  Deli Lunch Buffet                         Noon -- Program

Annual Program Participants

Topic:  Options for Long Term Care Solutions (Accepted for -1- CFP® CE Credit - Course Code: 322270) 

This program will provide approaches to the LTC conversation with clients. It will review types, costs & ways to pay LTC;  hybrid life insurance & LTC vs traditional LTC vs self-funding; cash indemnity vs reimbursement. Popular care services & its related costs will be compared.  Legal & health care management issues will also be explained with a hypothetical case study to review.  

Speaker:   Steffi Obilisundar, JD, CLTC -- Brighthouse Financial

Steffi is a life & LTC specialist providing ideas and strategies that help grow your business.  Her specialty lies in providing innovative ideas with an emphasis on improving practice management techniques.  She's had 10 years of wholesaling experience throughout Colorado, New Mexico & Hawaii.  She holds a bachelor's degree from Louisiana State University & a JD from Southern University Law Center.  She's a competitive mountain biker who races throughout the year.

March 12, 2024  (Tuesday) at The Pacific Club - Card Room

11:30 am -- Deli Lunch Buffet                         Noon -- Program

Annual Program Participants

Topic:  Essentials of Private Markets (Accepted for -1- CFP® CE Credit) 

This program will uncover the full spectrum of investing in private markets. The presentation will start by defining private markets and exploring different fund structures. It will then take deeper dive into the three largest private assets classes (Private Equity, Private Real Estate and Private Credit) to better understand the opportunity set and characteristics of each. The program will then conclude by uncovering the benefits private investments, learning how they can fit into investment portfolios, and audience.

Speaker:   Kevin Williams, CFA, MS -- Blackstone

Kevin Williams is a Principal in the Private Wealth Solutions Group at Blackstone. Mr. Williams works directly with wealth managers in greater Southern California and Asia Pacific. Prior to joining Blackstone, he worked at BlackRock Inc., Cole Capital LP and The Vanguard Group Inc. Mr. Williams holds a Master of Science Degree in Financial Analysis and Investment Management, Bachelor of Science in Economics from Saint Mary’s College of California, and is a CFA charter holder.

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants

(Accepted for -1- CFP® CE Credit - Course Code: 270837)

Join us for an enlightening session where we'll delve into the process and benefits of direct indexing. Learn how this innovative investment strategy can help you maximize your returns while minimizing taxes.

Don't miss this opportunity to expand your knowledge and make informed investment decisions. Reserve your spot now!

Kent C. Mappin is a Managing Director with Natixis Global Investment Managers. Kent is a sought-after public speaker on various topics related to capital markets, asset allocation, and other investment areas typically engaging with end investors to help them make fact-based investment decisions. 

Kent earned a B.S. with a concentration in Economics from Northeastern University. He holds Series 6, 7, 24, 26, and 63 licenses.  

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

(Accepted for -1- CFP® CE Credit - Course Code: 196629)

Join Us for a Deep Dive into Market Intelligence! John Hancock's dedicated in-house research team scours insights from over 80 asset managers, analyzing and evaluating market trends to craft a comprehensive outlook spanning 12 to 18 months across domestic equities, international equities, and fixed income.

Discover how Market Intelligence empowers financial professionals with:

• In-depth analysis of market and economic themes
• Charts highlighting key insights
• Exclusive access to invaluable data
• Networking opportunities with industry experts

Don't miss this opportunity to gain invaluable insights and stay ahead of the curve in today's dynamic financial landscape.

Save your seat now and elevate your investment strategy with Market Intelligence!

Chad Ruehs, Vice President & Business Consultant at John Hancock Investment Management, brings over 12 years of wealth management experience to his role, supporting the industry in The Hawaiian Islands. With previous roles at The Vanguard Group, Chad holds a B.S. in Finance from John Carroll University and is a CFP® professional. Based in San Diego, Chad enjoys cooking, sports, and spending quality time with his wife, Jessica, and their two young children, Noah and Charlotte.

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

(Accepted for -1- CFP® CE Credit - Course Code: 326673) 

Join Our Educational Presentation with Julie and Ken Kiwada from Pension Services Corporation on their take of the Hawaii Retirement Savings Program!

Join us for an enlightening seminar focusing on the new SECURE 2.0 provisions and how that impacts 401(k) Retirement Plans. Topics will include updates on the start-up credit and new contribution tax credit, mandatory automatic enrollment, changes to the long-term part-time employee rules, catch-up contributions updates, new distributions options, and more! We will also explore the Hawaii Retirement Savings Program, which will require private sector employers without a tax qualified retirement plan, to participate in the state-run program.