11/2/2023 Symposium - Members $99 (all day)

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