Estate Planning 101 Seminar

Planning today for tomorrow can be confusing sometimes, so Hawaii Community Federal Credit Union (HCFCU) is inviting members and residents to a free Estate Planning 101 seminar to help explain estate planning basics. Held onSaturday, August 12, 9:30 A.M. – 11:30 A.M. at the Kohala Intergenerational Center in Kohala, HI, this important discussion is presented by John Roth, Attorney and Program Director of the Hawaii Trust & Estate Counsel. “This seminar is so informative. John answers so many questions and covers so much material that the attendees leave with actionable next steps,” said Tricia Buskirk, Hawaii Community Federal Credit Union President/CEO.
John Roth will discuss such key topics as:

  • 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
  • Ensuring that your wishes are carried out “to the letter” after you have passed on and other relevant topics

Hawaii Community Federal Credit Union is a not-for-profit credit union owned by it’s over 39,000 member/owners with branches in Honokaa, 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 Hawaii Island residents. For more information visit www.hicommfcu.com.

For more information or to register, contact us at 808-930-7700 or marketing@hicommfcu.com. Seating is limited so please RSVP today

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