Bitcoin Estate and Tax Planning

Date: Thursday, June 27, 2024
Time: 11:00am - 1:00pm
Location: YWCA Fuller Hall
Speaker: Morgen Rochard, CFP, RLP, Origin Wealth Advisors LLC
“Bitcoin Estate and Tax Planning 
(*1  CFP & CLE credit)
    
Morgen Rochard, CFA, RLP
Origin Wealth Advisors LLC
June 27, 2024 (Thursday)
 
RSVP: June 18, 2024 (Tuesday) via HEPC Website (instructions below)
(Please RSVP for you and your guest(s), if applicable, via the HEPC website following the instructions below.  Mail payment for guest fees to HEPC using the meeting notice sent via email, bottom portion.)
 
11:00 a.m. - Registration
11:15 a.m. - Lunch
12:00 p.m. - Speaker Presentation
 
PLACE:  Elizabeth Fuller Hall - YWCA
       1040 Richards Street
       Honolulu  HI  96813
 
Website RSVP Instructions
2.  Click "MEMBER LOGIN" in the top right corner
3.  Enter your USERNAME & PASSWORD - Your default username is your first and last name (all lower case letters with no spaces in between) and your default password is your first and last name (with capital letters at the start of each name).  Once you log in, you may change your password.  If you are unable to log in, you may enter your email address associated with Hawaii Estate Planning Council and your username and password will be emailed to you.
4.  Find the June 27, 2024 event on the left column and click on "See Event Details"
5.  Click the blue "Register Now" button towards the bottom of the page.
6.  Complete the registration page - please note, if you are a member, your payment method should be "Pre-paid".
7.  Upon submission of your RSVP, you will receive an email confirmation.
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