Broker Check

Past Events

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

Learn more

New Office Pre-Construction Party!
12/8/2018

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!

Learn more

More Pumpkin Painting!
10/30/2018

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!!

Learn more

The Spooktacular Pumpkin Painting Party!
10/21/2018

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]

Learn more

A Play at Manoa Valley Theatre
09/04/2018

‘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!

Learn more

Identity Theft Seminar!
7/19/2018

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!
5/5/2018

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
4/10/2018

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!

Learn more

Planning for Long-Term Care
3/8/2018 

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.

Learn more

Dinner Seminar on Investing in 2018
2/15/2018

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.

Learn more