Broker Check


February 15, 2018

6:00p - 8:30p

The Willows Restaurant - Kapa’akea Room

Dinner Seminar on Investing in 2018

Please join us for a Dinner Seminar at The Willows for a presentation by Rob Greeley - Vice President of American Funds on Perception vs. Reality: Investing in 2018. He will share American Funds’ perspectives on long-term investing, why there are reasons to be confident in the future and the opportunities you have to meet your investing goals.


March 8, 2018

6:00p - 8:00p

The Pacific Club

Planning for Long-Term Care

We invite you to the Pacific Club for food & drinks while learning about Long-Term Care Insurance. We will explain some common misconceptions of aging, the basics of Medicare/Medicaid, and the importance of Long-Term Care Insurance.


April 10, 2018

6:00p - 8:00p

Ala Moana Hotel - The Plumeria Room

Estate Planning Seminar

Estate planning is essential to everyone’s lifelong plan. A well-thought-out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out!


May 5, 2018

10:30a - 1:30p

The Oahu Club

Mother's Day Celebration!

On Mother's Day, we pause and think about our own mothers and how much they mean to us. You and a lady guest of your choosing (a friend, sister, daughter, or mother) are cordially invited to a special luncheon to celebrate love & friendship!


July 19, 2018

5:30p - 8:30p

Hyatt Regency Waikiki Beach Resort & Spa – Mauka Ballroom

Identity Theft Seminar!

How to Protect Yourself and Your Wealth from Fraud & Identity Theft! You and a guest of your choice are invited to come enjoy delicious food as we learn how to protect our identities from thieves and hackers - presented by the Honolulu Police Department! We hope to see you there!


September 4, 2018

7:30p - 9:30p

Manoa Valley Theatre

A Play at Manoa Valley Theatre

‘AGING is NOT for Sissies’ - A Play at Manoa Valley Theatre When I heard about this play at Manoa Valley Theatre, I thought: “This should be fun!” If you enjoy plays, I’d love for you to join me!


October 21, 2018

10:00a - 2:00p

The Oahu Club (Hawai'i Kai)

The Spooktacular Pumpkin Painting Party!

Invite your friends & loved ones for delicious food, fun games, & pumpkin decorating for the Fall Season! Kids are welcome! *Pumpkin supplies will be provided, so bring your creative ideas to win a prize!!* Seating is limited, so RSVP today to reserve your spots by clicking 'REGISTER'! Contact Rebecca at 808-395-0200 or by email at [email protected]

Event Registration

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