HAWAII ESTATE PLANNING COUNCIL

Aloha HEPC Members,

HEPC, FPA & CFA 2026 Next Generation Mixer Information:

RSVP by June 1 via the HEPC website – see instructions at the end  

Please note: *Due to limited capacity, attendance will be confirmed by email*

·      Space is limited this year, and availability is first come, first served. Early RSVP is encouraged.

Complimentary pupus and drinks will be provided for members and guests.

We are excited to come together once again as a joint community and welcome members from the Hawaii Estate Planning Council (HEPC), the Financial Planning Association HI Chapter (FPA), and the CFA Society Hawaii (CFA) for an evening of connection and conversation.

This mixer is designed to encourage participation from the "Next Generation" of emerging professionals, and we warmly invite you to attend. You are also welcome to bring a "Next Generation" colleague or guest who may be interested in becoming involved with one of our organizations.

What does “Next Generation” mean?

Across HEPC, FPA, and CFA, “Next Generation” generally refers to professionals who meet either of the following criteria:

1.       Age 40 or younger, or

2.       New to the estate planning, financial planning, or investment profession, with five years or fewer in their current role, regardless of age.

Whether you are early in your career or transitioning into the profession, this is an opportunity to meet peers, expand your network, and engage in a welcoming, cross‑organization setting.

Parking - Complimentary self-parking in lower lot

Questions

HEPC: Karynthya Trevino, karynthya.trevino@boh.com | 808‑694‑4636 

FPA: Sonny Equila‑Liu sonny.equila‑liu@edwardjones.com | 808‑445‑6828 Or Ian Wetherell, Ian.wetherell@lpl.com | 808-766-4203
CFA: Luarie Nakamoto, laurie.nakamoto@gmail.com | 808-396-1605 

We look forward to seeing you and continuing to strengthen connections across the next generation of professionals.

*******************************************