CKW Hawaii

RIA Investment Forum – Chicago
2015-04-27 08:00 - 2015-04-28 17:00 UTC | Unnamed Venue, Chicago, IL, United States
Carl Choy – Forum Chairperson

"A Better Way to Give"-FIDELITY CHARITABLE®
2015-04-02 17:30 - 19:00 | MW Restaurant, 1538 Kapiolani Boulevard Ste. 106, Honolulu, HI, United States
Lower Cost, Tax-Smart Philanthropy
Using Donor Advised Funds as Strategic Vehicles for Charitable Giving
We invite you to attend a thought provoking discussion about the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities. This can often be the most highly appreciated asset in a client’s portfolio, and contributing it to charity can potentially minimize capital gains exposure.
Thursday, April 2nd 5:30 p.m – 7:00 p.m.
Heavy Pupus and Cocktails will be served.

ETF.com Conference
2015-01-28 08:00 - 17:00 | Unnamed Venue, Hollywood Beach, FL, United States
“The Road to $1 Billion (& More)”
Lynne Kinney – Panelist
