Past Events

July 25, 2019 "Value Leakage - Three Charitable Strategies Time-Crunched Advisors Must Know"
Lani Starkey, JD, LLM, Founder/Chief Instructor, Fifty Rock Consulting
June 27, 2019 PANEL DISCUSSION: "Our Care, Our Choice Act" (1 CLE CE Credit)
PANEL MEMBERS: Blake Oshiro, Esq., EVP, Capitol Consultants of Hawaii / Daniel Fischberg, MD, PhD, FAAHPM, Med Dir, Pain & Palliative Care Dept., Queen's Med Ctr / Chief, Div of Palliative Med & Prof, Dept of Geriatric Med, JABSOM-UH / Elizabeth Vaughan, MSW, LCSW, Social Worker, Queen's Med Ctr
May 23, 2019 "The Trustee's Tale: What Fiduciaries Wish Wealth Transfer Advisors Would Consider and Discuss With Clients" (1 CFP CE credit / 1 CPA CE credit / 1 CLE CE credit-PENDING)
Karen Sugihara, Wells Fargo
April 25, 2019 "Estate Planning for Digital Assets" (1 CFP CE Credit / 1 CLE CE Credit)
Brian K. Janowsky, Esq, / Schiff Hardin LLP
March 28, 2019 "The Truth About Public Education in Hawaii"
Randall Roth, Professor Emeritus of Law, UH William S. Richardson School of Law
February 21, 2019 "Laniakea - Our Cosmic Metropolis and the Impact of the Coming TMT"
R. Brent Tully, Astronomer & UH Faculty Member / Roy Gal, Astronomer & Outreach Coordinator, UH Institute of Astronomy
January 26, 2019 2018 Annual Banquet
November 27, 2018 RESCHEDULED - Annual Social Event
November 15, 2018 "Corporate Trust Officer Panel Discussion"
Marissa Machida, VP & Relationship Manager, Bank of Hawaii, Personal Trust Division / Cathy Mizumoto, Trust Officer, First Hawaiian Bank Personal Trust Division / Lisa Telliio, AVP & Trust Officer, Central Pacific Bnak, Trust Division
October 25, 2018 "So YOU WANT to be a Fiduciary?" (1 Legal CE credit)
Harmon Brown Esq, Schiff Hardin LLP
September 27, 2018 "Building A Portfolio Is Like Building A House" (1 CFP and CPA CE credit)
Eric Fujimoto CFP, CFS, MBA /Private Wealth Advisor / Ho'ea - Wealth Advisory Group
August 28, 2018 17th ANNUAL HEPC GOLF TOURNAMENT
July 26, 2018 Update On The Tax Cuts and Jobs Act of 2017 and The California Bar Tax Section's DC Delegation (1 CFP, CPA and CLE CE credit)
Kurt Kawafuchi, Esq., Law Offices of Kurt Kawafuchi LLLC
June 28, 2018 "Tax Update 2018" (1 CFP & CPA CE credit)
Tom Yamachika, President, Tax Foundation of Hawaii
May 24, 2018 " Macroeconomic Overview With A Hawaii Spin" (1 CE credit-CFP & CPA)
Paul H. Brewbaker, Ph.D., CBE, Economist, TZ Economics
April 26, 2018 "Kapuna Pono: Helping Families Talk and Support Their Kupuna"
Honorable Victoria Marks & Owen Tamamoto, Mediation Center of the Pacific
March 22, 2018 "Attitude With Gratitude - Serving on the City Council"
Brandon Elefante, Honolulu City Council Member
February 22, 2018 "Criminal Justice in Hawai'i - The Good, the Bad & the Ugly"
Kenneth Lawson and Randall W. Roth, UH Manoa William S. Richardson School of Law
February 7, 2018 Tax Workshop and Wine Tasting
Ron Heller, Attorney & CPA, Kurt Kawafuchi, Esq., Chris Mashia, Esq. & Tom Yamachika, President of Tax Foundation of Hawaii
January 27, 2018 Annual Banquet:
November 16, 2017 Active vs. Index Investing. Where Is the Industry Today?"
Steve Rodgers, Executive VP & Chief Investment Officer, Bank of Hawaii
October 26, 2017 "How To Enjoy the Spoils of Hard Work Without Spoiling the Children"
Harmon Brown, Esq. Schiff Hardin, LLP
September 28, 2017 Psychological Aspects of Estate and Financial Planning
Jeff Crawford, Ph.D., Consulting Psychologist, Turning Point Development
August 31, 2017 Annual Member + 1 Event
August 15, 2017 16th Annual HEPC Golf Tournament
July 27, 2017 "Everything Around Your Business Is Changing; Are You?"
Brian Lee, Principal of E'Bus Consulting
June 22, 2017 The Trump Tax Plan
Michael O'Malley, Esq, Goodsill Anderson Quinn & Stifel
May 25, 2017 Teaching Tips for Financial and Estate Planners - From a Client and Teacher Educator (1 CE credit for CPA & CFP)
Dr. Kathy Au, Ph.D., Co-Founder & Co-CEO of SchoolRise, LLC
April 27, 2017 Crystal Ball Planning in 2017
Curtis K. Saiki, Esq., VP & General Counsel, Hawaii Community Foundation
March 23, 2017 Is This A Traditional Trust or Institutional Entrepreneurship? How to Handle a large, Complicated Trust-The Campbell Estate
Clint Churchill, Former Chairman of the Board of Trustees, Campbell Estate
February 9, 2017 The Impact of Climate Change On Hawai'i In the 21st Century
Dr. Charles
January 28, 2017 Annual Banquet:
November 17, 2016 Estate Planning and the IRS (1 CFP, 1 CPA and 1 Legal CE credit)
Victor Song, Victor Song Consulting AND Kenneth Hines, EA, CFCS, CFE
October 27, 2016 Grantor Charitable Lead Trusts: The Amazing Alternative to Family Foundations and Donor Advised Funds...That No One Is Talking About (1 CPA and 1 Legal CE credit)
Lani Starkey, JD, CPA, LLM / Principal, Fifty Rock Consulting, LLC
September 22, 2016 Growing Your Business
Eddie Flores, Founder of L&L Hawaiian Barbeque AND Elisia Flores, Daughter
August 25, 2016 August Annual Night Out - Member +1
August 4, 2016 Hawaii Estate Planning Symposium Series
July 28, 2016 The Versatile 529 Plan (1 Legal CE credit & 1 CPA credit)
William H. Atha, II, Sr. VP & Family Wealth Director, Morgan Stanley Wealth Management
June 16, 2016 Avoiding Ethical Dilemmas That Can Destroy Your Practice and Your Life (1 CPA and 1 Legal Ethics credit)
Kenneth Lawson, JD / Associate Faculty Specialist, William S. Richardson School of Law, UH Manoa
May 26, 2016 Planning With Trusts: Helping to Raise Responsible Rich Kids (1 Continuing Legal Education [CLE] credit
Susan von Herrmann, Esq, Partner, Perkins Coie LLP
April 28, 2016 Education of Corporate Trustees (CPA / CFP CE credit)
Corporate Personal Trust Manager Panel: Courtney Kajikawa (Mgr, FHB), Diane Chong (Mgr, CPB), Bonnie Fong (Mgr, BOH) and Todd Hoch (Mgr, FFB)
March 24, 2016 What's It Worth? The Meaning of a Legacy (CE credit)
Paul Keenan, VP for Development & Donor Relations, Hawai'i Community Foundation
February 25, 2016 "Anticipating and Avoiding Family Conflicts in Wealth Planning"
Douglas K. Freeman, JD, LLM, Executive VP, First Foundation Bank, Irvine, CA
January 23, 2016 2015 Annual Dinner - "A Coat and Tie Affair"
November 19, 2015 "Complete Elder Care Solutions"
Dew Anne Langcaon, CPA AND Bonnie Castonguay, RN Co-founders, Ho'okele Health
October 22, 2015 "20 Common Estate Planning Mistakes" (1 CFP CE Credit)
Harmon Brown, Esq., Partner with Schiff Hardin
October 20, 2015 14th Annual HEPC Golf Tournament
September 24, 2015 "ESOPs - A Primer on Effective and Correct Use of This Tax-Efficient and Powerful Business Owner Exit Strategy and Estate Planning Vehicle" (1 CE credit for CPAs and CFPs)
Keith J. Apton, Sr. VP-Wealth Management, The Capital ESOP Group, UBS Financial Services, Washington DC
September 17, 2015 Estate Planning Seminar
Brian Lee, Stephen Choi, Eddy Kemp
August 27, 2015 Member + 1 Event
July 23, 2015 "Medicaid Long-Term Care Eligibility and Application Process"
Wendy Miki Glaus, Certified Elder Law Attorney and Partner, Sterling & Tucker, LLP
June 25, 2015 "TZ Economics: Update on Hawaii Economy (1 CE Credit)
Paul Brewbaker, Economist
May 28, 2015 "Overview of the Ward Village Master Planned Community"
Race Randle, Vice President of Development, The Howard Hughes Corp.
April 23, 2015 Hawaii Legislative Update (CE Credit)
Judy Y. Lee, Esq., Goodsill Anderson Quinn Stifel LLLP
March 26, 2015 Planning In A Low (Rising) Interest Rate Environment
William H. Atha II, Sr. Vice President & Family Wealth Director, Morgan Stanley Wealth Management
February 26, 2015 Quid Pro Quo: Understanding Why Clients Swap Real Estate for Equities Using CRT's
Michael Coppes, JD , Director of Estate Planning & Gift Planning
January 24, 2015 Annual Banquet: "A Coat and Tie Affair"
November 20, 2014 Panel Discussion on the latest trends, hot topics, naming a Corporate Trustee
Douglas Smith, Dick Oshima, Bonnie Fong, Charles Au
October 23, 2014 Recent Developments in Estate Planning
Susan von Hermann
September 25, 2014 Managing Trust in a Mad, Mad, Mad, Mad World: Finding Flexibility in the Fiduciary Toolbox
Thomas Pauloski, Esq., Bernstein Global Wealth Management
September 9, 2014 13th Annual Golf Tournament
August 28, 2014 Annual Night Out - Member + 1
July 24, 2014 Hot Topics in International Reporting Including the Recently Revised IRS Offshore Programs (1 CE Credit)
Kurt Kawafuchi, Esq., Hochman Salkin Rettig Toscher & Perez, P.C.
June 26, 2014 "Estate Yoga...Practical Tips for Creating Flexible Plans" (1 CE Credit)
Curtis Saiki, Esq, Hawaii Community Foundation
May 22, 2014 "Preserving the Stretch: Estate Planning Considerations For Qualified Retirement Plans & IRAs"
Jodene Arakaki, Esq / VP Wealth Planning, First Hawaiian Bank
April 24, 2014 Premarital Agreements in Hawaii
Thomas L. Stirling, Jr., Esq.
April 17, 2014 "Ninth Annual Grape Escape"
March 27, 2014 Economic Forecast (1 CPE credit)
Eugene Tian, Ph.D., Administrator, Research and Economic Analysis Division, DBEDT
February 27, 2014 Protecting the Nest Egg: Preventing Investment Fraud
Tom Simon, FBI
January 25, 2014 Annual Banquet - "A Coat and Tie Affair"
November 21, 2013 Preventing Trust Litigation
Carroll Taylor, Esq. AND Natasha Lum, Esq.
October 24, 2013 Estate Tax Update
Harmon Brown, Esq., Schiff Hardin LLP
September 26, 2013 Estate Planning for Same-Sex Couples After the Demise of DOMA (1 CE Credit)
Susan von Herrmann, Esq, Schiff Hardin LLP
August 29, 2013 Annual Member + 1 Event
August 20, 2013 HEPC 12th Annual Golf Tournament
July 25, 2013 Protecting and Transferring Wealth With Captive Insurance (1 CE Credit)
Geoffrey N. Seaman JD, MBA, TEP VP, Sr Wealth Mgmnt Dir, BNY Mellon - Wealth Management
July 11, 2013 "Eighth Annual Grape Escape"
June 27, 2013 "Paradigm Shift: The ATRA-Math (Planning After the American Tax Relief Act of 2012" (1 CE credit)
Paul S. Lee, National Managing Director, Bernstein Global Wealth Management
May 23, 2013 Deconstructing the Descendants
Randall Roth, Professor, William S Richardson School of Law
April 25, 2013 Succession Planning For The Family Business: Planning For A Seamless Transition (1CPE Credit)
Laurie Foster, Business Consulting Resources
March 28, 2013 Economic and Market Update (1 CE Credit)
Stephen Rodgers, Bank of Hawaii
February 28, 2013 "It's About Time - The Story of Our Calendar"
Ben Jay & Joseph Ciotti, University of Hawaii
January 26, 2013 Annual Banquet - "A Coat and Tie Affair"
January 1, 2013 Annual Member + 1 Event
January 1, 2013 Book - "Bright Triumphs"
David Heenan
November 15, 2012 Planning in a Cross Border World
Dan Schrauth, Managing Director, JP Morgan Private Bank (S.F.)
October 25, 2012 Considerations With Year End Planning
Harmon Brown, Esq. Schiff Harden LLP
September 27, 2012 Conservation Gifts, Including Conservation Easements
Suzanne Case, Nature Conservancy
August 30, 2012 Member + 1 Event
August 23, 2012 11th Annual Golf Tournament
July 26, 2012 Advantages and Difficulties of Donating Hard to Value Assets
Katharine P. Lloyd, Esq., General Counsel, VP-Charitable Planning, Hawaii Community Foundation
June 28, 2012 Pitfalls and Pleasures of the Family Business
Leslie Dashew, The Aspen Group
June 21, 2012 Seventh Annual Grape Escape
May 24, 2012 Kapuna Concierge Program, Child & Family Services
Valerie Takahashi, Child and Family Services
April 19, 2012 Advanced Topics in Social Security & Medicare, 2012
Bill Hunot, VP, Wells Fargo Advisors, LLC (1 CPA CE Credit)
March 22, 2012 Selling the Family Business Involves Complex Options
Richard B. Dole, CEO, Dole Capital LLC
February 23, 2012 Asset Protection and Integrated Estate Planning: The State of the Art for 2012 (1 CE Credit)
Barry S. Engel, Esq. , Engel & Reiman PC (Denver, CO)
January 21, 2012 Annual Banquet - A Coat and Tie Affair
November 17, 2011 Exit Planning Strategies of the 21st Century (1 CE Credit)
Brian B. Lee, E'Bus Consulting LLC
October 27, 2011 OCTOBER MEETING
Harmon A. Brown, Esq., Schiff Hardin & Waite
October 20, 2011 10th Annual HEPC Golf Tournament
September 22, 2011 SEPTEMBER MEMBER MEETING NOTICE
Dr. Michele Carbone AND Dean Jerris R. Hedges
August 25, 2011 ANNUAL NIGHT OUT - MEMBER + 1 EVENT
July 28, 2011 New Laws Affecting Hawaii Estate Planning - The Good, The Bad and The Hideously Ugly
Raymond K. Okada, Esq., Goodsill Anderson Quinn Stifel
June 23, 2011 Kailua's Future, Is It on "Target"? A Delicate Balancing Act for Kaneohe Ranch
H. Mitchell D'Olier, President & CEO, Kaneohe Ranch Management Ltd.
May 26, 2011 Wealth Transfer Opportunities and Pitfalls Under The New Tax Law (1 CE Credit)
Thomas J. Pauloski, J.D., Bernstein Global Wealth Management
April 28, 2011 Legal Advocacy For Our Kupuna - Steering Clear of Abuse (1 CE Credit)
James Pietsch, Professor of Law, UH Manoa, William S. Richardson School of Law
April 21, 2011 "SEVENTH ANNUAL GRAPE ESCAPE"
March 24, 2011 Hollywood to Hawaii 5-0: Implications of Leaving a Community Property State" (1 CE CREDIT)
Heather K. L. Conahan, Esq. of Loden & Conahan LLLC
February 24, 2011 "All Hail the HAR: Update on Medicaid Eligibility and Special Needs Trust" (1 CE Credit)
Colin K. K. Goo, Esq., Law Offices of Colin K. K. Goo
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