"Uses of 529s for Savings, Wealth Transfer, Long Term Care, Disability and Asset Protection"
Date: Thursday, September 24, 2026
Time: 11:00am - 1:00pm
Location: YWCA Fuller Hall
Speaker: William H. Atha, Senior Vice President, Investments, Raymond James & Associates
“Uses of 529s for Savings, Wealth Transfer, Long Term Care, Disability and Asset Protection”
William H. Atha
Senior Vice President, Investments
Raymond James & Associates
(see attached Bio)
CFP, CLE & CPE credits pending
September 24, 2026 (Thursday)
RSVP: September 15, 2026 (Tuesday) via HEPC Website (instructions below)
(Please RSVP for you and your guest(s), if applicable, via the HEPC website following the instructions below. You can now pay guest fees online with a credit card or PayPal ($51.50). Check payments are also acceptable ($50.00) by using the bottom portion of the HEPC meeting notice sent via email.)
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 date of the 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. If you are registering for a guest, you can now pay guest fees online rather than mailing a check. To do so, when registering the guest, choose "Credit Card or PayPal" as the payment method for the guest.
Related Document(s):
- Meeting No-Show Policy (2024)
- Meeting Walk-In Fee Policy
- Speaker Bio - William H. Atha
- Raymond James & Assoc-Meet the GWSG Team
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