Join us for a half-day financial experience designed to equip you with the tools, strategies, and confidence to make smart money moves at every stage of the game. With four targeted tracks there’s something for everyone- whether you’re just starting out, getting back on track, planning your retirement, or exploring smarter ways to manage your money
Getting Started | Getting Back on Track | Retirement Planning | From Smart Apps to Smart Aging: Financial Plans for Today and Tomorrow
Jean Chatzky is the founder and CEO of HerMoney, as well as the coaching programs FinanceFixx and InvestingFixx. She’s the host of the podcast “HerMoney With Jean Chatzky” and appears on the PBS TV show Opportunity Knock$. Jean is a columnist for AARP, and an education fellow for The Alliance for Lifetime Income. She was also the Financial Editor on NBC’s Today Show for 25 years. Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy. Her latest books include Money Rules, Women with Money, and How To Money. Find her at HerMoney.com or @JeanChatzky everywhere.
Nash Subotic’s journey from war-torn Bosnia to CEO of one of the nation’s fastest-growing financial firms is a story of resilience and vision. After fleeing the Bosnian civil war at age 13, Nash earned a basketball scholarship to Hawai‘i Pacific University, where he completed both his bachelor’s and MBA within five years while learning a new language.
Inspired to build his own business and help others achieve financial freedom, Nash entered financial services and, in 2007, founded WestPac Wealth Partners during the height of the financial crisis. What began with three representatives has grown into more than 350 team members across seven states, administering over $4.48 billion in assets, $207 million in recurring premium, and more than $1 billion in client claims paid.
As CEO, Nash leads WestPac’s strategic growth, talent acquisition, and works closely with high-net-worth clients. Away from the office, he enjoys basketball, tennis, chess, traveling, and most of all, time with his wife, Marija, and their children, Bianka and Alek.
10:15 am
Speaker: Jamie Delgadillo, Managing Partner, Northwestern Mutual Hawaiʻi
Ready to take control of your money with clarity and purpose? Budgeting With A Purpose: A Step-by-Step Reset is designed to help you break old habits, align your spending with your goals, and build a budget that actually works. Whether you’re starting fresh or starting over, this session will guide you through a simple, actionable process to reset your finances and move forward with confidence.
Speaker: Sean Mochizuki, Director of People and Performance, Accuity LLP
When planning for retirement, most people focus on building their savings—but the real key is maximizing steady monthly income. In this engaging breakout session, you’ll learn proven strategies to turn your assets into lasting income, along with updates reflecting changes from the recently passed One Big Beautiful Bill
Speaker: Spencer Dung, Westpac Wealth Partners
Moderator: Bunny Tanaka, Community Impact Section Manager, Hawaii State Federal Credit Union
Speakers:
11:15 am
11:30 am
Money decisions aren’t just about numbers—they’re driven by mindset and behavior. This session explores the psychology behind spending, saving, and investing, and how emotions shape financial choices. Learn simple strategies to shift your money mindset, overcome common roadblocks, and build habits that support lasting financial success.
Speaker: Nancy Tengler, Chief Executive Officer and Chief Investment Officer, Laffer Tengler Investments
The 10 Brutal Habits Keeping You Broke
Are your daily habits quietly sabotaging your financial future? In this eye-opening and interactive session, you’ll uncover the 10 most common (and costly) habits that drain your wallet—and how to break free from them. From the daily $6 coffee run to forgotten subscriptions, you’ll learn how small, consistent changes can add up to big financial wins. If you’re ready to stop wondering where your money goes and start building toward your goals, this session is your first step.
Speaker: TBD
You’ve saved for retirement—now what? You’ve saved for retirement—now what? Join Andrew Meade from Merrill Lynch as he focuses on smart strategies to convert your retirement assets into long-term financial security. Explore ways to optimize your portfolio through tax-efficient withdrawals, Roth conversions, and asset reallocation. He’ll also cover how to align your wealth with evolving goals like legacy planning and healthcare needs. Learn how to preserve and position your assets for lasting impact throughout retirement.
Speaker: Andrew Meade, Senior Vice President, Resident Director – Wealth Management Advisor, Merrill Lynch
The cost of age-related care has skyrocketed to the point that most people don’t know where to begin. Social worker and co-founder of CareSift, Nicole Coglietta will present ways to prepare for a long life without sacrificing in the present. You’ll also learn the various options that you’ll be working toward in establishing your long-term care plan.
Speaker: Nicole Coglietta, CEO & Co-Founder, Caresift
Andrew Meade is Senior Vice President and Resident Director at Merrill Lynch Wealth Management. With extensive experience in retirement planning, investment management, and financial education, he works closely with individuals, families, and businesses to help them achieve lasting financial security. Andrew is known for building strong relationships, providing clear guidance, and leading with integrity. His work reflects a deep commitment to empowering clients with the tools and knowledge needed for long-term success.
Ben Mendes is the Chief Information Officer at Hawaii State Federal Credit Union (Hawaii State FCU). With over two decades of experience in IT and a focus on cybersecurity, Ben has held key roles at The Doctors Company and San Jose International Airport. Since joining Hawaii State FCU in 2021, he has been instrumental in advancing the credit union’s technology infrastructure and security measures, ensuring seamless and secure financial services for its members.
Bunny Tanaka is the Community Impact Section Manager at Hawaii State Federal Credit Union. She is a Certified Credit Union Financial Counselor with experience in the hotel industry, human resources, and community education. An enthusiastic and strategic leader, Bunny has a proven record of building relational trust through dynamic partnerships and coaching individuals for success. She believes that each person can become a Change Agent for the next generation and contribute to a resilient community.
With over 18 years at the firm, he advanced from Financial Advisor to national leadership before establishing Hawai‘i as a Network Office in 2024. Under his leadership, the office has earned national recognition for advisor growth and productivity, as well as local honors as one of Hawai‘i’s best places to work. Outside of work, he enjoys time with his wife Sarah, their three children, weightlifting, travel, and pickleball.
Lance Matayoshi serves as the Digital Solutions Manager at Hawaii State Federal Credit Union, bringing over two decades of expertise in the banking industry, including 12 years focused exclusively on digital banking innovation. Passionate about harnessing technology to elevate the member experience, Lance champions tools and strategies that assist members to make informed financial choices and cultivate long-term financial wellness.
Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments. Nancy is responsible for active equity management research and portfolio management as well as leading the firm. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler’s Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning.
Sean Mochizuki is the Director of People and Performance at Accuity LLP, overseeing recruiting, learning and development and employee engagement. A licensed CPA in the State of Hawaii, Sean enjoys demystifying personal finances. His passion for financial literacy empowers individuals to make informed decisions to achieve their financial goals. Sean believes that the core of financial literacy is being able to break down financial concepts into easy to understand lessons.
Spencer spent the first six years in the industry at Foresters Financial in San Diego, working his way up to Assistant Vice President where he was responsible for recruiting, training, and developing advisors. Under the guidance of Spencer and his team, the San Diego office rose to be one of the highest producing and most awarded offices in the nationwide organization. While proud of this accomplishment, it wasn’t where he felt his calling, so he decided to join WestPac Wealth Partners and return to working directly with individuals, families, and organizations to help them make their dreams a reality.
Nicole earned a Bachelor of Arts degree in Psychology and a Master of Social Work degree at the University of Hawaii, Manoa. Her company, CareSift, is a Hawaii-based long-term care navigation service which was started in 2015. Since its founding, CareSift has helped hundreds of families navigate the complexities of long-term senior care. In her free time, Nicole enjoys the outdoors and all water sports with her two children and her husband.
