Chapter Events -- Past

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

 (Accepted for -1- CFP® CE Credit - Course Code: 326996) 

Boost Your Retirement Planning

Join Us for an Informative Seminar on Social Security!

Social Security is a critical element of retirement planning, providing essential benefits to millions of Americans. However, navigating its complexities can be daunting. This seminar is designed to demystify Social Security and equip financial professionals with the knowledge to guide their clients effectively.

Course Highlights:

• Overview of Social Security Benefits: Understand the evolution and current state of Social Security, including its funding and benefit structure.
• Determining Benefit Amounts: Learn about the Primary Insurance Amount (PIA) and Full Retirement Age (FRA) calculations, eligibility criteria, and cost-of-living adjustments.
• Optimal Timing for Benefits: Explore the implications of starting benefits early, at FRA, or delaying them for maximum advantage.
• Impact of Other Income: Discover how working, pensions, and other income sources can affect Social Security benefits.
• Spousal and Survivor Benefits: Gain insights into benefits available for spouses, survivors, and divorced individuals.
• Strategic Filing Decisions: Learn strategies to optimize Social Security benefits and integrate them into a comprehensive retirement plan.

Steven T. Sweeney is the Vice President of Advanced Markets and Solutions at Allianz Life Insurance Company of North America. With over 17 years in the financial services industry, he has extensive experience in financial planning and uses sophisticated techniques to assist financial professionals in guiding their clients. Before joining Allianz, Sweeney held positions at Prudential and Transamerica and worked as a life insurance and variable annuity wholesaler. He is a featured speaker at regional and national conferences and has authored numerous financial planning articles. Sweeney holds an MBA from Colorado State University and a Bachelor's degree from the University of Pittsburgh. He is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and a Retirement Income Certified Professional.

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

(Accepted for -1- CFP® CE Credit - Course Code: 312155) 

Get ready for an exciting presentation event!

Private infrastructure is expected to overtake real estate as the largest real asset class by 2026. Don't miss this opportunity to explore the incredible investment potential of infrastructure and discover three global megatrends that will shape our future markets. Join us and gain valuable insights into this transformative asset class!

Steve Pointer is a Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management. With over 15 years of experience, he specializes in educating and implementing sophisticated private and traditional market solutions. Steve holds a B.A. in Business Communication from the University of California, Santa Barbara, and hodls his Series 7, 63, & 65 Licenses. He is an active partner in the Financial Planning Association. Steve resides in Phoenix, Arizona, with his wife and two sons.

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

 
(Accepted for -1- CFP® CE Credit - Course Code: 309475)

Tax Playbook: Help Identify and Plug The Holes In Your Client's Buckets

Investment accounts can be thought of like a bucket that collects your client’s assets. While the goal of a bucket is often to fill it up, sometimes there is a hole in the bucket that can drain it. Taxes can be thought of as the holes in your client s investment bucket. These taxes, or holes, can impact multiple aspects of financial planning, including wealth accumulation, estate and trust planning, and wealth transfers. Learning how to identify these holes can help you plug these holes that could help your clients retain more of these assets. This one-hour seminar will be delivered as a classroom lecture and include a question-and-answer period. It is of intermediate difficulty and assumes a basic understanding of investments and annuities.

Chris Palladino, CFP®, ChFC®, is the Director of Advanced Planning at Jackson. He has extensive industry experience, having previously served as a wholesaler with AIG/American General for eight years and as a financial professional at Chase and Citigroup for four years. A graduate of Syracuse University with a degree in economics, Chris also completed his CERTIFIED FINANCIAL PLANNER™ certification at UCLA. He holds FINRA Series 7 and 63 registrations, as well as a Life and Health license. 

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

(Accepted for -1- CFP® CE Credit- Course Code: 329709) 

Real Estate Planning that Eliminates Capital Gains Tax and Prevents Family Disputes

Are you ready to tackle the challenges of real estate ownership? Join us at our upcoming event where we’ll dive deep into solutions that you can implement today, including 1031 Exchanges, capital gains tax strategies, and tips for avoiding family disputes.

Gain practical insights on:

• Real estate planning essentials
• Asset performance tests
• Delaware Statutory Trusts (DST)
• 721 UPREITs
• Bonus strategies to potentially eliminate capital gains tax!

Don’t miss this opportunity to optimize your real estate investments and build a smarter financial future!

Dan Ihara is the Founder and CEO of The Ihara Team, the top Keller Williams team in Hawaii, and leader of KW Real Estate Planner. With nearly two decades of experience, he has led his team through over $1 billion in real estate transactions, helping more than 1,500 families. As a nationally recognized coach, speaker, and advisor, Dan trains over 500 real estate planners across the country, focusing on bridging real estate and financial planning. His mission is to help clients build, protect, and transfer their wealth effectively.

FPA Members  $159 (FULL DAY)
8:00 AM to 3:30 PM

Option to pay via CHECK: Print and complete the 2024 Symposium Registration Form and mail in with your payment.

Questions: Please call 808-589-7624

FPA Members  $99 (HALF DAY)
8:00 AM to 1:30 PM -- minus Ethics program --

Option to pay via CHECK: Print and complete the 2024 Symposium Registration Form and mail in with your payment.

Questions: Please call 808-589-7624

NON-FPA MEMBERS or GUESTS $169 (FULL DAY)
8:00 AM to 3:30 PM

Option to pay via CHECK: Print and complete the 2024 Symposium Registration Form and mail in with your payment.

Questions: Please call 808-589-7624

NON-FPA MEMBERS or GUESTS $109 (HALF DAY)
8:00 AM to 1:30 PM -- minus Ethics program --

Option to pay via CHECK: Print and complete the 2024 Symposium Registration Form and mail in with your payment.

Questions: Please call 808-589-7624