"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)

Date: Thursday, May 23, 2019
Time: 11:00am - 1:00pm
Location: Plaza Club
Speaker: Karen Sugihara, Wells Fargo

11:00 a.m. - Registration

11:30 a.m. - BUFFET LUNCH (selections include vegetarian and vegan diets)

12:00 - 1:00 p.m. Program

RSVP by Wednesday, May 15, 2019
(or as soon as possible; seating limited to 50)

Call 521-4015, opt. 1 OR E-mail hepcouncil@hotmail.com

(If mailing in your RSVP with payment, please call or email as well.)

Attending?      _____Yes     _____No


Guest ________________________________________________

Guest ________________________________________________

Please send guest fees ($36.00 per) payable to: HEPC / P. O. Box 1227 / Honolulu  HI  96807.

Member's Name and Phone Number


It is the Council's policy to charge a $36 no-show fee to a member or guest who makes a reservation and fails to attend.

See Upcoming Event Calendar