Past Events

March 28, 2019 "The Truth About Public Education in Hawaii"
February 21, 2019 "Laniakea - Our Cosmic Metropolis and the Impact of the Coming TMT"
January 26, 2019 2018 Annual Banquet
November 27, 2018 RESCHEDULED - Annual Social Event
November 15, 2018 "Corporate Trust Officer Panel Discussion"
October 25, 2018 "So YOU WANT to be a Fiduciary?" (1 Legal CE credit)
September 27, 2018 "Building A Portfolio Is Like Building A House" (1 CFP and CPA CE credit)
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)
June 28, 2018 "Tax Update 2018" (1 CFP & CPA CE credit)
May 24, 2018 " Macroeconomic Overview With A Hawaii Spin" (1 CE credit-CFP & CPA)
April 26, 2018 "Kapuna Pono: Helping Families Talk and Support Their Kupuna"
March 22, 2018 "Attitude With Gratitude - Serving on the City Council"
February 22, 2018 "Criminal Justice in Hawai'i - The Good, the Bad & the Ugly"
February 7, 2018 Tax Workshop and Wine Tasting
January 27, 2018 Annual Banquet:
November 16, 2017 Active vs. Index Investing. Where Is the Industry Today?"
October 26, 2017 "How To Enjoy the Spoils of Hard Work Without Spoiling the Children"
September 28, 2017 Psychological Aspects of Estate and Financial Planning
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?"
June 22, 2017 The Trump Tax Plan
May 25, 2017 Teaching Tips for Financial and Estate Planners - From a Client and Teacher Educator (1 CE credit for CPA & CFP)
April 27, 2017 Crystal Ball Planning in 2017
March 23, 2017 Is This A Traditional Trust or Institutional Entrepreneurship? How to Handle a large, Complicated Trust-The Campbell Estate
February 9, 2017 The Impact of Climate Change On Hawai'i In the 21st Century
January 28, 2017 Annual Banquet:
November 17, 2016 Estate Planning and the IRS (1 CFP, 1 CPA and 1 Legal CE credit)
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)
September 22, 2016 Growing Your Business
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)
June 16, 2016 Avoiding Ethical Dilemmas That Can Destroy Your Practice and Your Life (1 CPA and 1 Legal Ethics credit)
May 26, 2016 Planning With Trusts: Helping to Raise Responsible Rich Kids (1 Continuing Legal Education [CLE] credit
April 28, 2016 Education of Corporate Trustees (CPA / CFP CE credit)
March 24, 2016 What's It Worth? The Meaning of a Legacy (CE credit)
February 25, 2016 "Anticipating and Avoiding Family Conflicts in Wealth Planning"
January 23, 2016 2015 Annual Dinner - "A Coat and Tie Affair"
November 19, 2015 "Complete Elder Care Solutions"
October 22, 2015 "20 Common Estate Planning Mistakes" (1 CFP CE Credit)
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)
September 17, 2015 Estate Planning Seminar
August 27, 2015 Member + 1 Event
July 23, 2015 "Medicaid Long-Term Care Eligibility and Application Process"
June 25, 2015 "TZ Economics: Update on Hawaii Economy (1 CE Credit)
May 28, 2015 "Overview of the Ward Village Master Planned Community"
April 23, 2015 Hawaii Legislative Update (CE Credit)
March 26, 2015 Planning In A Low (Rising) Interest Rate Environment
February 26, 2015 Quid Pro Quo: Understanding Why Clients Swap Real Estate for Equities Using CRT's
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
October 23, 2014 Recent Developments in Estate Planning
September 25, 2014 Managing Trust in a Mad, Mad, Mad, Mad World: Finding Flexibility in the Fiduciary Toolbox
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)
June 26, 2014 "Estate Yoga...Practical Tips for Creating Flexible Plans" (1 CE Credit)
May 22, 2014 "Preserving the Stretch: Estate Planning Considerations For Qualified Retirement Plans & IRAs"
April 24, 2014 Premarital Agreements in Hawaii
April 17, 2014 "Ninth Annual Grape Escape"
March 27, 2014 Economic Forecast (1 CPE credit)
February 27, 2014 Protecting the Nest Egg: Preventing Investment Fraud
January 25, 2014 Annual Banquet - "A Coat and Tie Affair"
November 21, 2013 Preventing Trust Litigation
October 24, 2013 Estate Tax Update
September 26, 2013 Estate Planning for Same-Sex Couples After the Demise of DOMA (1 CE Credit)
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)
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)
May 23, 2013 Deconstructing the Descendants
April 25, 2013 Succession Planning For The Family Business: Planning For A Seamless Transition (1CPE Credit)
March 28, 2013 Economic and Market Update (1 CE Credit)
February 28, 2013 "It's About Time - The Story of Our Calendar"
January 26, 2013 Annual Banquet - "A Coat and Tie Affair"
January 1, 2013 Annual Member + 1 Event
January 1, 2013 Book - "Bright Triumphs"
November 15, 2012 Planning in a Cross Border World
October 25, 2012 Considerations With Year End Planning
September 27, 2012 Conservation Gifts, Including Conservation Easements
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
June 28, 2012 Pitfalls and Pleasures of the Family Business
June 21, 2012 Seventh Annual Grape Escape
May 24, 2012 Kapuna Concierge Program, Child & Family Services
April 19, 2012 Advanced Topics in Social Security & Medicare, 2012
March 22, 2012 Selling the Family Business Involves Complex Options
February 23, 2012 Asset Protection and Integrated Estate Planning: The State of the Art for 2012 (1 CE Credit)
January 21, 2012 Annual Banquet - A Coat and Tie Affair
November 17, 2011 Exit Planning Strategies of the 21st Century (1 CE Credit)
October 27, 2011 OCTOBER MEETING
October 20, 2011 10th Annual HEPC Golf Tournament
September 22, 2011 SEPTEMBER MEMBER MEETING NOTICE
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
June 23, 2011 Kailua's Future, Is It on "Target"? A Delicate Balancing Act for Kaneohe Ranch
May 26, 2011 Wealth Transfer Opportunities and Pitfalls Under The New Tax Law (1 CE Credit)
April 28, 2011 Legal Advocacy For Our Kupuna - Steering Clear of Abuse (1 CE Credit)
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)
February 24, 2011 "All Hail the HAR: Update on Medicaid Eligibility and Special Needs Trust" (1 CE Credit)
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