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Past Events

Dinner Seminar at Ruth's Chris!

Please join us on August 13th at 5:30pm as we dine at Ruth's Chris Steakhouse at Restaurant Row 

As a thought leader in Honolulu, you & a guest are invited to attend our presentation, 'Investment Fundamentals: What We Know for Sure', to find out more about Timeless Investment Concepts!

*Special Guest Speaker: John Sulziki, CIMA®

For more information, please call Rebecca at 808-468-8013

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Medicare Answers In Minutes

Do you know the ABC and D’s of Medicare? Join us for this informative presentation on the essential parts of Medicare you should know about. Speaker: Martha Khlopin, Talk Radio Host – “A Medicare Moment with Martha”

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2019 Financial Market Outlook Seminar!

*REGISTRATION CLOSED - JOIN THE WAITING LIST BY CALLING 808-395-0200* What's ahead on the investment horizon? You are invited to join us for dinner & an update on today's financial markets. Speaker: John B. Concepcion, Vice President - Senior Advisor Consultant of Franklin Templeton Investments

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New Office Pre-Construction Party!

Honolulu Financial Partners Invite You to Attend A Celebration for The First Stages of Construction of Our New Home Office that will be complete in Niu Valley - Early 2019!

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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!!

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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

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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!

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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!

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!

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!

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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.

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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.

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