In the Community

Free Estate Planning Seminar

July 16, 2018
So many of us put off planning for tomorrow that when the inevitable happens our family doesn’t know what to do. To bring ease and clarity to difficult conversations about what will happen to your property, assets, valuables, and even to your children when you pass away, Hawaii Community Federal Credit Union (HCFCU) is sponsoring “Estate Planning 101,” a free educational seminar. Attendees will learn how to start this important process that ensures their wishes are carried out “to the letter” when they die. The event will be held Saturday, July 28, 9:30 A.M. – 11:30 A.M. at the Kohala Intergenerational Center (54-3853 Akoni Pule Hwy, Kapaau, HI). 

For more information or to register, contact us at 808-930-7700 or visit us online at Seating is limited.

Presenter John Roth, attorney and founder of Hawaii Trust & Estate Counsel, will discuss:
•    The difference between a last will and testament and estate planning
•    The estate planning process
•    How to prepare for the initial consultation
•    Identifying when it’s time to review/revise an existing plan
•    Common hypothetical scenarios to help you get started

 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. In 2018, 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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