September 6 & 7, 2018

Ala Moana Hotel - Mezzanine Level




















(Jump to Friday, September 7)


Thursday September 6th


7:15 am - 8:15 am  BREAKFAST IN THE FOYER


8:30 am - 8:30 am  OPENING WELCOME SPEECH (Hibiscus Rooms 1 & 2)


Percy Ihara

Conference Co-Chair Percy Ihara


Percy Ihara is the publisher/editor of the awarding winning Generations Magazine, Hawaii's only a print media resource magazine catering to our seniors and highlighting programs and services, serving our community.


Percy is also a 28-year veteran of the mortgage business and has been involved educating the public of “Aging in Place” and the option of a reverse mortgage for the last 16 years to the senior population and legal and financial professionals. Currently, he is the Reverse Mortgage Specialist with Retirement Funding Solutions, a division of Mutual of Omaha, a top five reverse mortgage banker.


He is a board member of the Financial Planners Association of Hawaii, Hawaii National Association of Insurance and Financial Advisors, Hawaii Publishers Association, Kokua Council, Hawaii Pacific Gerontological Society and a member of Kupuna Caucus, State Task Force on Fall Prevention and AARP.


Lastly, Mr. Ihara is the producer of Generations Magazine’s Annual “Aging in Place” workshop. In its 12th year, the workshop is popular for baby boomers and their parents and provides trusted resourceful information on the navigation and the challenges of aging in place.


Darlene Canto

Director of Marketing & Community Outreach, Kāhala Nui


“Having a deep appreciation for our kūpuna began at the early age of 10 years.  How does one connect with a 90 year-old neighbor who does not speak a word of English?   My desire to form a connection with this human being required some kind of heartfelt, nonverbal language; i.e., sitting on the ground next to her as she carefully watered her strawberry patch.”


Darlene is Kāhala Nui’s Director of Marketing & Community Outreach.  Holding a Bachelor of Arts degree in psychology from the University of Hawaii at Manoa, Darlene has 25+ years of sales and operations experience in the Hospitality Industry and 17 years in the senior living industry.  As Kāhala Nui’s first hire and credited with more than 50% of all sales, Darlene is responsible for developing and effectively managing communication plans, achieving sales goals, advertising design and placement, executing marketing events, overseeing Kāhala Nui’s Social Accountability Program and its community outreach efforts, and heading Kāhala Senior Living Inc.’s Fund Development program.


Darlene is a member of the Rotary Club of Honolulu and has volunteered with the Children’s Emergency Center and the Honolulu Police Department, Juvenile Services Division.  Travel, music, and tennis keep her balanced.



8:30 am - 9:30 am  KEYNOTE OPENING SESSION (Hibiscus Rooms 1 & 2)


Transforming Aging with Health Innovation


Dr. Shari Kogan


Dr. Shari L. Kogan, MD, FACP, is Clinical Associate Professor of Geriatric Medicine at University of Hawaii John A. Burns School of Medicine and Medical Director, Geriatrics at The Queens’ Medical Center, Honolulu, Hawaii. Dr. Kogan received the Bachelor of Arts degree with honors from State University of New York at Binghamton. She earned the MD degree from Mount Sinai School of Medicine and subsequently completed residency training in Internal Medicine at Overlook Hospital in New York. She was a John A. Hartford Faculty Scholar and has completed her geriatric medicine fellowship at the University of Hawaii John A. Burns School of Medicine. Dr. Kogan has also served in the United States Air Force at Keesler Technical Training Center Medical Center in Biloxi, Mississippi. An honor bestowed upon her in 2002 was selection as The Queens’ Medical Center’s Outstanding Physician. Dr. Kogan has three children. She has served on the KSLC Board since 2013.

Abstract: The factors that keep me excited about the future for our aging population. Shari Kogan, MD, FACP. his presentation will highlight issues in our society and advances in science that together, create hope for our aging population to live more functional, fulfilling lives


9:50 am - 10:40 am  Medicaid for Long Term Care & MedQuest (Hibiscus 1)


Cassandra Stewart – MedData


Cassandra Stewart has been Operations Director for MedData in Hawaii for over 12 years. MedData has provided Medicaid application assistance to residents of Hawaii since 1998.  Our company has dedicated Patient Advocates in hospitals across the state, on all islands, helping patients and families apply for QUEST, CHIP, Medicaid and Long Term Support Services. Prior to coming to MedData, Cassandra was a supervisor with the State of Hawaii MedQuest Division for more than 17 years.  Cassandra is past president of the Hawaii Chapter of Healthcare Financial Management Association and a member of the Healthcare Association of Hawaii.


Abstract: The State Medicaid Long Term Support Services Program provides coverage to eligible recipients in nursing homes and Home and Community Based Services. There is special eligibility, coverage and recovery provisions that only apply to long term care applicants and recipients.


As seniors and their families choose Medicaid and plan for “Nursing Home” eligibility, many questions arise in the application process and qualifying. Understanding Medicaid's process and qualifying for this service is a must for families that have limited resources and or family


9:50 am - 10:40 am  Get the Latest-Hawaii Dementia Initiatives (Hibiscus Room 2)


Representative Gregg Takayama, Dr. Christy Nishita & Debbie Shimizu EOA


State Representative Gregg Takayama is proud to serve District 34, consisting of the Pearl City, Waimalu, and Pacific Palisades communities, where he has lived for several decades with his wife Linda Takayama and their three daughters.


Rep. Takayama is a product of the public school system and a graduate of the University of Hawaii at Manoa with a degree in journalism. He is a former award-winning journalist who worked at KHON-TV as a news reporter for eight years.


Rep. Takayama also served on the staffs of U.S. Senator Daniel K. Inouye and then-Lt. Governor Ben Cayetano. He was spokesman for UH Manoa for six years until he was elected to the State House in 2012.

He currently serves as Chair of the House Public Safety Committee, which oversees Hawaii's correctional system and State emergency services.  His priority has been to improve public safety by modernizing correctional facilities and policies to better rehabilitate inmates.


He also serves as Co-Chair of the Legislature's Kupuna Caucus, which advances legislation important to senior citizens.


Debbie Shimizu, LSW, is currently a program specialist with the State Executive Office on Aging working on the No Wrong Door federal grant to coordinate services for older adults, individuals with disabilities and veterans. In September, she will be transitioning to the Alzheimer’s Disease Supportive Services Program grant. Prior to this position, she served as a policy analyst for Governor Neil Abercrombie and was the Executive Director of the Hawaii Chapter office of the National Association of Social Workers (NASW).


Ms. Shimizu also worked at the University of Hawaii School of Social Work, Fort Shafter Army Community Services, Mental Health Association and the Easter Seals Society. Ms. Shimizu received her Bachelor’s in Social Work (BSW) from Whittier College in California and a Master’s in Social Work (MSW) from the University of Hawaii. She also holds a license in social work (LSW) from the state of Hawaii.


Christy Nishita, Ph.D. is an Associate Specialist at the University of Hawaii Center on Aging. She received her Ph.D. in Gerontology from the University of Southern California. Her focus is on improving community-based long-term care, with publications on aging in place, nursing home transitions, intergenerational programming, and health promotion. She is the consultant for the Mayor’s Age-Friendly Honolulu Initiative, fostering community intergenerational partnerships and conducting the evaluation. Dr. Nishita is also Principal Investigator for Hawaii's Alzheimer's Disease Initiative, a 3-year grant from the Federal Administration for Community Living. She is also evaluator for the Hawaii Going Home Plus project, a federal Centers for Medicare and Medicaid Services grant. She is the recipient of the 2016 Na Lima Kokua Award in the Research/Teaching category, given by the Hawaii Pacific Gerontological Society. She is also Co-Coordinator for the Journal of Intergenerational Relationships, From the Field section as well as member of the Association for Gerontology in Higher Education’s Intergenerational Learning and Research Committee.


Abstract: The purpose of this session is to provide the latest information and updates on Hawaii’s efforts to improve dementia care and services. First, a federal grant is supporting the Hawaii’s Executive Office on Aging’s efforts to improve the dementia capability of staff at the Aging and Disability Resource Centers and other state agencies. Second, the Hawaii Alzheimer’s Disease Initiative at the University of Hawaii Center on Aging has strived to create and strengthen memory care programs and services in the community for persons with dementia and caregivers. This session will discuss lessons learned and next steps in improving dementia supports in Hawaii.


9:50 am - 10:40am  Transitions In Home Health Care Nursing (Carnation Room)


Eileen Phillips R.N.


Eileen Phillips is a Registered Nurse having over 25 years of experience in nursing after receiving her Bachelor of Science Degree in Nursing from the University of Hawaii at Manoa, and Bachelor of Science Degree in Marketing from Florida State University. While in various management roles at The Queen's Medical Center, she specialized in Postpartum, Special Care Nursery, and Pediatric Advanced Life Support, and enjoyed educating families at discharge. She is currently the Client Service Director for Attention Plus Care, a Joint Commission Accredited Home Health Care provider in Hawaii, with a focus on the Medically Fragile population, and advocates for families and individuals needing home health care.


She extends her clinical practice volunteering in the community to present outreach for seniors on various topics on aging including Parkinson's, Alzheimer's, Diabetes, End of Life Care, Kidney, COPD, Cancer, and other chronic diseases. She is also a Master Trainer for A Matter of Balance, an evidence-based program that uses cognitive-behavioral techniques to reduce the risks for falls in older adults.


Abstract: This presentation will touch on how home care nursing is changing as a result of current and future needs. For example its not just Senior Companionship, but full blown post acute care needs covering a full range of chronic care disease management that requires nursing to wear more hats now. The value of nursing has never been greater now that our Aging in Place population has changed and will require more needs in the future.


10:50 am - 11:40 am  Accepting Assistive Technology Professionally and Individually (Hibiscus Room 1)


Barbara Fischlowitz-Leong, ATRC


Abstract:  ACCEPTING ASSISTIVE TECHNOLOGY PROFESSIONALLY AND INDIVIDUALLY.  The  group that is underserved by the assistive technology service delivery system and devices  is most often those adults who are aging.  . Because of the projected increase in this population in the coming years and the demand on health care, social services and assistive technology, it is important to examine the needs and concerns of this population in depth and move towards greater acceptance of and access to assistive technology for this specific group. Assistive Technology Resource Centers of Hawaii, a statewide non-profit funded in part through federal Assistive Technology Act provides information, training, acquisition resources across the islands.  Explore new possibilities and discuss how to give access and support to these devices now.


10:50 am - 11:40 am  Maximizing Brain Health and Early Detection of Dementia (Hibiscus Room 2)


Dr. Kamal Masaki


Dr. Kamal Masaki is Professor and Chair of the Department of Geriatric Medicine at the John A. Burns School of Medicine, University of Hawai‘i.  She was the Director of the Geriatric Medicine Fellowship Program at the University of Hawai‘i for 8 years, and is board certified in Internal Medicine and Geriatric Medicine.  She was elected to be a Fellow of the American Geriatrics Society.  She has been performing aging research for over 27 years, and has been an Investigator and Clinical Director for many large longitudinal epidemiologic studies. She is the Director of the John A. Hartford Foundation Center of Excellence in Geriatrics at the University of Hawaii, and has been Principal Investigator and Co-Principal Investigator for several educational grants.  She has a strong track record for mentoring medical students, residents, fellows and junior faculty in aging research. Dr. Masaki has received numerous teaching and research awards, and was selected by Hawaii physicians to "The Best Doctors in America" 3 times.  She is a co-author on over 250 publications in scientific journals.


Abstract: The purpose of this session is to discuss strategies to maximize brain health and reduce the risk of cognitive decline. This session will review modifiable risk factors and protective factors, and the role of diet, exercise, and social engagement in maintaining brain health. The importance of early detection and symptoms of dementia will also be discussed.


10:50 am - 11:40 am AM  Cyber Security & Identity Theft (Carnation Room)


Chris Duque, Honolulu Prosecutor's Office


Christopher Duque is a thirty year veteran of the Honolulu Police Department and had just recently retired in February of 2007.  While with HPD, he has worked in the Uniform Patrol Division and the Narcotics/Vice Division.  In 1985, he was promoted to Sergeant/Detective and was assigned to the Criminal Investigation Division and remained in that division until his retirement in February 2007.


His last assignment in CID was with the White Collar Crime Unit where he specialized in cybercrime investigations and computer forensics.


Detective Duque is still considered and recognized as one of Hawaii’s leading computer and Internet crimes investigator.  He has conducted investigations in a wide assortment of criminal offenses.  These include the trafficking of child pornography, identity theft, various forms of Internet fraud, hacking and network intrusion cases, harassing and threatening cases, and child exploitation cases.  He was also HPD’s lead computer forensics examiner and has worked on cases with nearly every law enforcement agency in Hawaii.


11:45 am - 12:45pm  Lunch Break (Hibiscus Rooms 1 & 2)


Lunch and HPGS Awards


1:00 pm - 1:50 pm  Avoiding Caregiver Burnout - A Deadly Occupation (Hibiscus Rooms  1 & 2)


Dave Nassaney, Caregiver


Dave Nassaney attended USC with a BA in Business Administration in 1976. While still in his second year of college, He met the love of his life, Charlene, at age 20 (she was 30). Dave married her the following year, and gladly became the step-father of her two daughters from an abusive marriage (Debbie, age 12, and Cindy, age 5). Their third daughter, Rebecca, arrived in 1978.


After graduating USC with a business degree, Dave became an entrepreneur in the gas station business. But his life took an unexpected turn in 1996 when his beautiful wife suffered a massive stroke that left her severely speech impaired and paralyzed on her right side.


They both endured a very difficult 2-year grief process, and almost broke up. After many support meetings, and taking numerous needed breaks away from his caregiver duties, Dave realized that he can help other caregivers not only survive, but to thrive. He is now a radio show host, best-selling author, speaker, and life coach who does radio and television interviews across the nation, and runs a membership website for caregivers,


1:00 pm - 1:50 pm  How do I keep my competition from taking my employees? (Carnation Room)


Carrie T. Takahama PHR, SHRM-CP


Carrie Takahama joined HEC with 18 years of generalist experience in Human Resources with medium to large employers and in both union and non-union organizations. As a Senior HR Consultant, Carrie regularly assists HEC members with HR compliance issues, employee relations, HR practices, and document reviews. She regularly conducts training classes on a variety of topics, including harassment, employment laws, performance management, and supervisory skills.


Carrie received her Bachelor of Education with an emphasis in physical education, health and recreation from the University of Hawaii. She is a member of the local and national chapters of the Society for Human Resources Management (SHRM) and has earned the PHR and SHRM-CP designations. Carrie currently serves on the Hawaii Women in Lodging & Tourism Advisory Council.

Abstract: Employers from almost all industries are faced with workforce shortage, whether it’s the availability of qualified workers or need for more employees due to expansion.  Employers none the less must think about this question, "How do I keep my competition from taking my employees?”


Carrie Takahama will lead a discussion on how to retain employees.  Employee retention best practices can vary from one employer to another.  The size of the organization, its internal culture, and other demographics are factors which play into employee retention.  Ms. Takahama will provide helpful ideas in retaining employees.



2:10 pm - 3:00 pm  How to reduce the risk and prevent senior fall injuries:  A Guide for Professionals (Hibiscus Rooms 1 & 2)


Stan Michaels DOH


Stan Michaels DOH


2:10 pm - 3:00 pm  Challenging Behaviors- Addressing Unmet Needs (Carnation Room)


Dorothy Colby


Dorothy Arriola Colby is a dementia care specialist with more than 20 years of professional and personal experience in caring for people with dementia. Dorothy is the Administrator at Hale Ku’ike, a residential dementia care facility in Nuuanu. She is a Certified Positive Approach to Care™ Trainer and National Mentor. She is also a Hawaii Alzheimer's Disease Initiative Memory Care Navigator, Dementia Friends Master Trainer & Champion, and Rosalyn Carter Institute Dealing Dementia Behaviors Trainer. Dorothy's mission is to help families understand what is happening to the brain of their loved ones who have dementia.


Abstract: This session will provide professionals and practitioners with practical approaches to address challenging behaviors among persons with dementia. This presentation is part of the Positive Approach to Care™ seminars, developed by dementia advocate Teepa Snow, provide essential information for families and professional care partners on how to have a positive and meaningful relationship with loved ones with Alzheimer’s disease and other forms of dementia throughout their journey. This session will provide examples of challenging situations and behaviors, sources of unmet needs and distress, and practical strategies to maximize and optimize your interactions with the person with memory loss.


3:15 PM - 4:45 PM Conference Networking (Ilima Room) - Complimentary Pupus & No-Host Bar


Friday September 7th




8:30 am - 2:30 pm  EXHIBITORS OPEN (Garden Lanai Room)


8:30 am – 9:30 am  KEYNOTE OPENING SESSION (Hibiscus Rooms 1 & 2)


Five Lessons from Forty Years: What We Have Learned in Aging And Where We Go from Here


John Feather, Ph.D, CEO of Grantmakers in Aging


  John Feather, Ph.D


9:50 am - 10:40 am  The Family Lifeline - Saving Families with Communication Magical Moments (Hibiscus Room 1)


Annette Pang, Life Coach, Teacher, Speaker, Author, Workshop Leader and Transition Trainer, is convinced it’s possible for all of us to be collaborative with win-win agreements.  However, when loved ones are aging, ailing and dying, explosive emotions, rude words and harsh feelings can hurt friendships leading to fallouts and the silent treatment.


Annette’s lively interactive workshop will open your eyes, ears and heart so you can be powerfully effective without being pushy or a pushover.

Annette is the Founder and Owner of two licensed Adult Residential Care Homes, helping seniors and their families for over 18 years in Manoa, Hawaii.  She is formerly a licensed and certified teacher in Hawaii, California, and Pennsylvania.  As a Transition Life Coach, she helps families so they can navigate this once-in-a-lifetime journey when loved ones are aging, ailing and dying without sacrificing their health, wealth and relationships.


Don’t miss Annette at the Hawaii Pacific Gerontological Society (HPGS) Conference at the Ala Moana Hotel.  Learn about her Bedside Manner System so that you, your family and co-workers can increase Magical Moments in your communication.


9:50 am - 10:40 am  Life Care & Advance Care Planning for Persons with Dementia (Hibiscus Room 2)


Laurie Adamshick, Attorney, Jeanette Koijane, MPH and Kim Ong, RN


Attorney Laurie Adamshick developed her elder law practice as a result of her full-time experience as the primary caregiver and advocate for her late parents. She focuses on comprehensive Life Care Planning to help older adults find solutions to paying for care.


Kim Ong, a registered nurse and Certified Elder Care Coordinator, helps older adults navigate the long-term care maze and solve the many overwhelming care issues that families are often faced with as a loved one declines.


Jeannette Koijane, MPH is Executive Director of Kōkua Mau, a statewide network of organizations and individuals leading a movement to make advance care planning and open communication about care and support for those with serious illness and their loved ones, including end-of-life care, the cultural norm.


Abstract: Dementia, in its various forms, causes incapacity in both the mind and the body. For this reason life care and advance care planning are critical to helping a newly diagnosed dementia patient continue to have a voice long after capacity is lost. This session will discuss the need for proactive planning that records and documents a person’s values in their legal documents, appoints their chosen agents to carry out their objectives when they are no longer able to, and provides advocates who will speak for them when they are most vulnerable.


9:50 am -10:40 am  The Latest Research Developments and Pharmacological Treatments (Carnation Room)


Dr. Kore Liow


Dr. Kore Liow is the Chief of Medicine at Adventist Health Castle and Clinical Professor of Neurology at the University of Hawaii John Burns School of Medicine. He is the founder of Hawaii’s largest provider of neuroscience (and memory) care at Hawaii Pacific Neuroscience where he leads a team of 10 physicians and scientists serving over 27,000 clinical visits and over 300 research visits last year from all Islands.


The first of its kind Memory Disorders Center at Hawaii Pacific Neuroscience is the only facility in Hawaii with a dedicated multidisciplinary team of geriatrician, neurologists, psychologists, neuropsychologists and brain health and wellness specialists trained in diagnosing and treating memory disorders and dementia.


Specialists work closely with researchers at the Clinical Research Center who are collaborating with investigators from around the world to find cure and better treatments for Alzheimer’s. They are currently 1 of 40 top dementia centers in US looking at potential disease modifying therapies in preclinical population like the Hawaii Alzheimer’s Prevention Initiative Genematch Program in collaboration with University of Pennsylvania and the NIH/NIA Global GeneMatch program and 1 of 30 top dementia centers in US investigating ADVANCE (Addressing Dementia Via Agitation-Centered Evaluation).


Abstract:  The treatment of Alzheimer's Dementia is rapidly changing to now include innovative preventive therapies that stops the production or accumulation of abnormal amyloid or tau proteins so often associated with Alzheimer's dementia.  The session discusses how and why the current treatments are disappointing and which current research and emerging therapies are available in Hawaii and how they are aimed at using our genetic profile and early detection of those at risk but YET to develop Alzheimer's dementia including the National Alzheimer's Prevention Initiative Program.


10:50 am - 11:40 am Adult DayCare A Viable Option Panel Discussion (Hibiscus Room)


Lynn Wong, Kathy Wyatt RN, Jacquelyn Manaole


Lynn Wong was born and raised in Hawaii, currently living in Kailua, Married, 1 daughter (14), 1 dog. Kuakini Medical Center, Nurse aide PACE Hawaii at Maluhia Hospital (Adult Day Health), Clinic RN, Ka Punawai Ola, Assistant Director of Nursing, Maluhia Hospital, Home Care RN, Aiea Heights Senior Living


10:50 am - 11:40 am  Ethical Issues in Dementia (Hibiscus Room 2)


Linda Axtell-Thompson


Dr. Linda Axtell-Thompson has 30+ years of experience in nonprofit and healthcare management, and interests in ethics of aging, dementia, and end-of-life care, and professional ethics and personal values.  She is Principal of Axtell Consulting LLC, which offers consulting and training in ethics and strategy, and is adjunct faculty at Chaminade University of Honolulu and University of Hawaii West Oahu.  She holds Doctor of Bioethics degree from Loyola University Chicago, nonprofit MBA from Yale School of Management, and BA Philosophy from University of Hawaii Manoa.


Abstract: Dementia raises ethical questions for both individuals – persons with dementia and their caregivers -- and society as a whole.  The growing awareness of abilities and emotions retained long into dementia, despite cognitive losses, challenges past ideas of dementia as ‘death that leaves the body behind’ and raises important questions of how people with dementia are regarded and respected.  Some unique ethical issues must be addressed to better support people to live well with dementia, minimize disability, and improve services and research.  Proper support for informal caregivers, paid care workers, and professionals requires dementia-specific education and support in ethical decision-making, ongoing professional education and peer support, and public awareness and understanding of the complex ethical issues in dementia care.


10:50 am - 11:40 am  Financing Options for Long Term Care (Carnation Room)


Michael Yee, CFP


Michael Yee, CFP


11:55 am - 1:15 pm LUNCH BREAK  Looking to the Past to Sustain the Future (Hibiscus Rooms 1 & 2)


Ka Wa Ma Mua, Ka Wa Ma Hope: From Root to Fruit


Kumu Ramsay Taum


Ramsay  Taum is founder and President of the Life Enhancement Institute of the Pacific and Cultural Sustainability Planner at PBR Hawaii & Associates. Mentored and trained by respected Hawaiian elders, he is a practitioner of several Native Hawaiian practices including ho͛oponopono, lomi haha, and Kaihewalu Lua.


Kumu Ramsay is a sought-after keynote speaker, cultural resource, lecturer, trainer and facilitator. He was awarded the 2013 Peace Day Hawai͚i Peace Maker of the Year in recognition of his lifetime career advocating the spirit of Aloha around the world, in fields of ecology, business, communications, economic development and Hawaiian culture. His work in promoting sustainable place based, and Hawaiian cultural stewardship principles and practices is acknowledged locally, nationally and internationally. Ramsay was awarded the 2008 East West Centers Leadership Certificate Program͛s Transformational Leadership in Sustainability, and the Hawai’i Home + Remodeling, HONOLULU & Hawai͛i Business magazines͛͞ Who͛s Keeping Hawai͛i Green͟ 2008 Individual Educator Honoree.


Abstract: Advances in technology and medicine have helped to extend the lives of our loved ones.  However, where some see a blessing, others see a burden as they struggle to manage the increasing tensions between carrying capacity and caring capacity.   Join us as Kumu Ramsay Taum shares his insights on Hawaiian cultural values and how understanding and applying them better at home and at work may help to ease the burden for both family members and professional care providers who face the daily challenge of seeing the glass half full rather than half empty when caring for Hawaii’s growing kupuna population. This session may be especially helpful for industry leaders confronted with the need to motivate and retain quality care providers in an environment where accounting policies and practices may contradict long standing cultural values of accountability and kuleana, that sense of responsibility and obligation to mālama (care) one’s elders with aloha while effectively balancing financial and social needs at work and at home.


11:55 am - 1:15 pm PABEA Meeting (Carnation Room)


1:00 pm - 1:50 pm  Estate Planning For Future Health Care Needs (Hibiscus Rooms 1)


Stephen Yim, Attorney


  Stephen Yim, Attorney


1:00 pm - 1:50 pm The Role of Technology for Persons with Dementia and their Caregivers (Hibiscus Room 2)


Dr. Peggy Perkinson & Dr. Warren Wong


Warren F. Wong, MD FACP, Founder of


Abstract: Technology is changing at a rapid pace and can greatly benefit the lives of persons with dementia and their caregivers. This session will discuss innovations in technologies that support independence, safety and aging in our homes, enabling family caregivers to manage the complicated tasks of caring for elders while juggling work and other life responsibilities. In particular, this session will present the MemoriesConnect app, an app under development for persons with mild memory problems and the people who care for them.


1:00 pm - 1:50 pm  Medicare 101 and Q & A (Carnation Room)


Ed Motosue

Born February 10, 1949, in Honolulu, Hawaii, to Seiji and Kiyoko, Edward Motosue was the first of five children. Attending Iolani School he graduated in 1967, then later married his high school sweetheart, Darlee. They have been together for forty-nine years. Edward earned a bachelor’s degree (BS Biology) from University of Hawaii in 1971 and earned a master’s degree (MBA) from Pepperdine University in 1978. At sixty-nine years old he has three children, nine grandchildren, and twelve great grandchildren. Edward is fortunate his dad is still alive. He is ninety-three years old.


Edward passed the Hawaii Life and Health Licensing exam in 2006 and worked with his son, Travis, at Advantage Insurance and Insurance Benefits Service. In 2010, they opened Financial Benefits Insurance, Inc., a brokerage agency that represents over forty carriers. The company specializes in Senior Products (Retirement plans, Long Term Care plans, Medicare Advantage plans, Medicare Supplement plans, and Group Medical plans), while also providing Living Benefit and Tax-Free Income for Life plans.

Since its inception, Financial Benefits Insurance has grown rapidly and currently has over sixty agents. The agents have venues with various Senior Residences and Community Centers. Edward and Travis also do over 40 Medicare seminars every year.


Travis Motosue

Born February 17, 1981 and raised on the Windward side of Oahu in Kailua, to Ed and Darlee-Ruth, Travis Motosue was the last strike in his father’s attempt to get a boy.  His dad was told 3 strikes and you are out, as his first 2 children were beautiful healthy girls, but luckily in 1981 a boy was on their way on the third try.  While growing up in Kailua, Travis was very active in the community doing service projects and even became the top selling person for Boy Scout Makahiki tickets for many years in row.  Travis eventually attained the rank of Eagle Scout and also attended and graduated from Iolani High School in 1999.  Following his graduation, he went on to attend Oregon State University and then graduated at University of Hawaii with a B.S. major in Biology in 2003.


Recently, Travis has had a very busy personal life having had his son, Julian, born in May, 2017 and then getting married in 2018 to his longtime girlfriend and now wife, Jessica.  Family life for Travis has definitely been a blessing, but also a lifestyle change that keeps on evolving as he adjusts to life as a father and husband.


Travis Motosue has been working with insurance and has specialized in Medicare options for seniors ever since the Medicare Part D prescription drug and Medicare Advantage plans came to Hawaii in 2004.  Being an insurance broker, he makes it a point to talk to each client individually to find the plan that best suites them as each person has different wants and needs.  Mr. Motosue has 11 years of experience in the insurance business, helping the needs of the Medicare options for Medicare eligible beneficiaries.  His agency Financial Benefits Insurance, Inc has been in business from 2010.  Benefits are our business, service sets us apart.



1:50 pm - 2:20 pm ICE CREAM BREAK (Garden Lanai Room)


2:20 pm - 3:20 pm  CLOSING KEYNOTE SPEAKER (Hibiscus Rooms 1 & 2)


Widening Our Circle: Bringing Foundations and Corporations into Support for Aging Programs


John Feather, Ph.D


3:20 pm - 5:30 pm  HPGS Community-Building Meeting (Carnation Room)



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Hawaii Pacific Gerontological Society

Hawaii Pacific Gerontological Society