Estate Planning Seminar Scheduled in Kailua-Kona

March 5, 2019, 3:22 PM HST (Updated March 5, 2019, 3:22 PM)
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Planning today for tomorrow can be confusing sometimes, so Hawai‘i Community Federal Credit Union (HCFCU) is inviting members and residents to a free Estate Planning 101 seminar that will help explain estate planning basics.

The event will be held on Saturday, March 16, from 9:30 to 11:30 a.m. at HCFCU’s Kaloko facility located at 73-5611 Olowalu St. at Kailua-Kona, in the John Y. Iwane Credit Union Center Training Room.

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

Presented by John Roth, attorney, Hawai‘i Trust & Estate Counsel. The workshop will include a Q&A session, and attendees will leave with actionable next steps on such key topics as:

  • The process of estate planning
  • How to prepare for an initial consultation
  • When to review/revise an existing estate plan
  • Common hypothetical scenarios
  • How to ensuring that your wishes are carried out “to the letter” after you’ve died

Hawai‘i 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 Honoka‘a, Kailua-Kona, Kaloko,
Kealakekua and Kohala, and its first branch in Hilo will open soon. Additionally, HCFCU has
Student Credit Unions in Kealakehe, Kohala and Konawaena High Schools. HCFCU provides service minded financial professionals that will help facilitate mortgage, land, construction, small business, education, personal and auto loans. HCFCU also offers complete checking and savings services, drive up tellers; credit and debit cards with rewards; online and mobile banking; investment services and youth programs. HCFCU also supports numerous Hawai‘i Island nonprofit organizations and community events. Membership in Hawai‘i Community Federal Credit Union is open to all Hawai‘i Island residents. For more information go online.

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