Free Estate Planning 101 Seminar
August 28, 2018
To help ensure that your family is secure after you pass on, and your beneficiaries are cared for as you wish, Hawaii Community Federal Credit Union (HCFCU) is sponsoring “Estate Planning 101,” a free educational seminar that explains estate planning basics. The event will be held Wednesday, September 5, 6:00pm – 8:30pm at HCFCU’s Kaloko facility (73-5611 Olowalu Street, Kailua-Kona, HI) in the John Y. Iwane Credit Union Center Training Room. For more information or to register, visit HCFCU’s Community Seminars section at www.hicommfcu.com. Seating is limited so RSVP right away.
Presenter John Roth, Attorney and Program Director of the Hawaii Trust & Estate Counsel, will discuss such important topics as:
- The difference between a last will and testament and estate planning
- What you need to know for the initial consultation
- Determining when it’s time to review/revise an existing plan
- Exploring common hypothetical scenarios
- and other relevant topics
Hawaii Community Federal Credit Union is a not-for-profit, federally insured financial institution owned by its 40,000 members. HCFCU’s branches are located in Honokaa, Kailua-Kona, Kaloko, Kealakekua and Kohala, along with Student Credit Unions in Kealakehe, Kohala and Konawaena High Schools. This fall, HCFCU will open its first branch in East Hawaii in Hilo. In addition to complete checking and savings services, HCFCU provides help facilitating mortgage, land, construction, and small business, educational, personal and auto loans; has drive up tellers; credit and debit cards with rewards; online and mobile banking; investment services and youth programs. HCFCU also supports numerous Hawaii Island non-profit organizations and community events. Membership in Hawaii Community Federal Credit Union is open to all Hawaii Island residents.
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