Seminar Topics

Download entire schedule in PDF format.

Seminars
Teen Workshops
Keiki Activities

Basics

Sat	Sun	Time	Topic	Presenter
X	X	10:45am	Budgeting: Make the Most of Your Money	Bank of Hawaii
X	X	10:45am	Building your Personal Recovery Strategy	American Savings Bank
X		10:45am	Cash Flow for Small Business Owners	Hawaii Women's Business Center
	X	10:45am	VA Home Loans 101: How Your VA Benefits Can Make Home Ownership A Reality	Dept. of Veteran's Affairs
	X	11:00am	An Introduction to Investment Principals for Young Professionals	Diana Wehrly, CFA
X	X	11:00am	How Much Home Can I Afford?	Central Pacific Bank	-
X	X	11:00am	Reverse Mortgage Basics	HawaiiUSA Federal Credit Union
	X	11:00am	Personal Finance using Microsoft Excel	The Akamai Foundation
X		11:45am	Making Effective Decisions	University of Phoenix Hawaii Campus
X		11:45am	Building Your Child's Education Fund	Wells Fargo Advisors
X	X	12:00pm	The Reverse Mortgage...A Survival Strategy!	Reverse Mortgage Specialists of Hawaii
	X	12:00pm	Don't Get Buried in Funeral Costs	Hawaii State Federal Credit Union
X	X	12:45pm	Investment Fraud, How to Stop a Con Artist and Safeguard Your Investment	HI DCCA Office of the Securities Commissioner
X	X	12:45pm	What Do I Do Now That My 401k is a 201k...?	HawaiiUSA Federal Credit Union
X	X	12:45pm	Home Improvements: Accessing Your Equity	Central Pacific Bank	-
X	X	1:00pm	ABCs of Credit	Bank of Hawaii	-
X		1:00pm	Financial Planning for Women, Don't Stop Thinking About Tomorrow	First Command Financial Planning
	X	1:00pm	Discover Wellness- How Staying Healthy Can Make You Rich	Global Health Chiropractic, LLC
	X	1:00pm	Are you Prepared to be an Executor or Trustee?	Trustee Consulting, LLC
X	X	1:45pm	An Introduction to the Stock Market--Making Your First Trade	Stock\|Trak Group
X	X	1:45pm	Pathways to Homeownership for First Time Homebuyers	Bank of Hawaii
X		2:00pm	CreditAbility: Build A Strong Credit History	Hawaii Central Credit Union
	X	2:00pm	Saving Real Money Through Energy Conservation	Hawaii Energy Efficiency Program
X		2:00pm	Slash Your Monthly Energy Bill	Blue Planet Foundation
X	X	2:00pm	Money & Mom – Handling your Parents’ Finances as they Age	The Caregiver Foundation of America
	X	2:00pm	American Recovery Reinvestment Act - Tax Issues	Internal Revenue Service
	X	2:00pm	How to Find and Select a Financial Planner	David F. Bello, CFP
X	X	2:45pm	College Finances and the 529 Plan	HawaiiUSA Federal Credit Union	-
X		2:45pm	Creating Financial Balance	Wealth Strategy Partners	-
	X	2:45pm	FHA Mortage Insurance & Avoiding Foreclosure	U.S. Department of Housing and Urban Development
X	X	2:45pm	Investment Fraud, Protect Yourself and Your Money From Predatory Tactics	HI DCCA Office of the Securities Commissioner
X	X	3:00pm	The Basics of Estate Planning	Bank of Hawaii	-
X	X	3:00pm	Grow Your Wealth: Financial Options for Real Estate Investors	Central Pacific Bank
	X	3:00pm	Perspectives on the Financial Crisis and What's Ahead	Absolute Plus Advisors, LLC
X		3:45pm	Tax Diversifying Your Retirement Income	New York Life Insurance
X		3:45pm	The Seven Wealth Creators in Real Estate	Hawaiian Island Homes Ltd.
X		4:00pm	Protecting Against Identity Theft	ING Direct
X		4:00pm	Dodging the Mortgage Bullet: How to Buy Your Home and Keep It!	Hawaii Association of Mortgage Brokers	-
X		4:00pm	Current Tax Incentives & Financing Options for Renewable Energy	Sunetric	-
X		4:45pm	Setting goals with SMARTS and How to Achieve Them	Alu Like	-
X		4:45pm	ABC's of Launching a Sustainable, Profitable, Business	Ho`ike Enterprises, LLC
X		4:45pm	Saving Money, Creating Jobs for a Greener Tomorrow	Honolulu Rapid Transit Division

Many thanks to
Iolani Schools

for underwriting the teen workshops!

Teens Workshops

Sat	Sun	Time	Topic	Presenter
X		11:00am	More Bang for your Buck -- Creative Shopping Strategies	Hawai`i Council on Economic Education
	X	11:00am	Setting goals with SMARTS and How to Achieve Them	ALU LIKE, Inc.
X		1:00pm	$how Me the Money, Employment and Entreprenuership	Hawaii Community Assets
	X	1:00pm	$avin' Up - Spending and Savings Plans	Hawaii Community Assets
X		2:00pm	Setting goals with SMARTS and How to Achieve Them	ALU LIKE, Inc.
	X	2:00pm	Money Motivators	University of Hawaii, Cooperative Extension Service, College of Tropical Agriculture & Human Resources
X		3:00pm	Are you ready for your first credit card?	Shidler College of Business, University of Hawaii at Manoa
	X	3:00pm	Unlocking the Future	University of Hawaii, Cooperative Extension Service, College of Tropical Agriculture & Human Resources
X		4:00pm	Decisions Now for Success Later	Shidler College of Business, University of Hawaii at Manoa

Keiki Activities

Age/Grade Level	Activities	Thank You
2-5 years old	Young children and their parents are invited to join Cole Academy teachers for hands-on learning activities including: matching coins and dollars, sequencing coins, coins in a piggy bank, an equivalence game, and a game called How Much Money?.
K - 3rd grade	Holy Nativity School’s team will help young children (Kindergarten to 3rd grade) to identify coins and to make change by running a lemonade stand with real lemonade! Children will have the option of being the customer and/or the salesperson and they will learn about coin values and basic adding and subtracting-all while having fun with a cool cash register!
4th - 6th grade	Visit with the Hawaii Society of CPAs (HSCPA) as we bring math skills to life and help children learn how to make smart money decisions. We welcome 4th to 6th graders to take the first steps to be on the right financial track by earning and saving for specific goals. Children will get to play “Pass The Pigs” to earn points (math skills utilized) – be careful . . . avoid getting a ‘pig out’ or ‘back to zero’, or play “Moneywise Kid$” to earn money to buy items (markers). Parents: Get your children involved as we help to instill the importance of smart money habits.

KEY

Protect it

Save it

Make it

Knowledge Level: Basic

Knowledge Level: Moderate

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