Hawaii Community Federal Credit Union will sponsor “Estate Planning 101,” a free educational seminar that explains estate planning basics, on Saturday, June 10, from 9:30 to 11:30 a.m. at the North Hawaii Education and Research Center in Honoka‘a.
Attendees will have the opportunity to learn the process of estate planning—how long it takes, how to prepare for an initial consultation and when it’s time to review/revise an existing estate plan, too help ensure that your wishes are carried out “to the letter” when you have passed on.
The presenter Attorney and Hawaii Trust & Estate Counsel Program Director John Roth, will discuss key topics:
Learning the process of estate planning
Preparing for the initial consultation
Determining when it’s time to review/revise an existing plan
Exploring common hypothetical scenarios
Other relevant topics
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“It is so important that our members and local residents protect their financial future,” said Tricia Buskirk, Hawaii Community Federal Credit Union president/CEO. “Previous attendees have told us how valuable the information is and that they leave knowing key next steps to take for themselves and their families.”
For more information or to register, call (808) 930-7700 or email [email protected].
Seating is limited.
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The North Hawaii Education and Research Center is located at 49-690A Plumeria St.
About Hawaii Community Federal Credit Union Hawaii Community Federal Credit Union is a not-for-profit credit union owned by it’s over 40,000 member/owners with branches in Honoka‘a, Kailua-Kona, Kaloko, Kealakekua and Kohala. In addition to complete checking and savings services, the credit union offers credit cards, auto, mortgage, construction, small business, educational and personal loans; online and mobile banking; investment services; youth programs and supports numerous Hawaii Island programs and events. Membership in Hawaii Community Federal Credit Union is open to all Hawai‘i Island residents. For more information, visit www.hicommfcu.com.
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