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 30, 2018

6:00p - 7:30p

Our Koko Marina Office

More Pumpkin Painting!

We are holding a Second Pumpkin Painting Workshop Event on HALLOWEEN EVE - October 30th starting at 6pm! This is a Free Family Event that will be held at our Koko Marina Office. We will also be providing information on College Saving Strategies! Come in your best costumes to get early treats!!

Event Registration

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