Free Estate Planning Seminar Scheduled in Kailua-Kona

August 29, 2018, 9:41 AM HST
* Updated August 29, 9:49 AM
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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 is sponsoring Estate Planning 101, a free educational seminar that explains estate planning basics.

The event will be held Wednesday, Sept. 5, 2018 from 6 to 8:30 p.m. at HCFCU’s Kaloko facility (73-5611 Olowalu Street, Kailua-Kona, in the John Y. Iwane Credit Union Center Training Room.

For more information or to register, visit HCFCU’s Community Seminars section.

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
Hawai‘i Island residents.

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