Quid Pro Quo: Understanding Why Clients Swap Real Estate for Equities Using CRT's

Date: Thursday, February 26, 2015
Time: 5:15pm - 6:45pm
Location: UH Stan Sheriff Center-Ewa Hospitality Suite
Speaker: Michael Coppes, JD , Director of Estate Planning & Gift Planning

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 Time:     5:15 pm - Cocktails
               5:30 pm - Taco Buffet
               5:50 pm - 6:45 pm - Program
                   SPEAKER:  Michael Coppes, JD, Director of Estate Planning and Gift Planning
                                      University of Hawaii Foundation
                        TOPIC:   "Quid Pro Quo:  Understanding Why Clients Swap Real Estate for
                                           Equities Using CRT's"     (1 CE credit - pending approval)
 Game:   7:00 UH Men’s Basketball game -  Rainbow Warriors vs Long Beach State

MEMBERS:  Complimentary buffet, admission to game (hosted by UH Foundation) and 1 cocktail (choice of wine, beer or soda)

Directions:  See attached flyer.  Parking will not be hosted.

RSVP by:   Thursday, February 19, 2015
Call 521-4015, opt.1 OR E-mail hepcouncil@hotmail.com


HEPC member attending Basketball Game?        Yes        No       (circle one)

Guest (1 limit) ____________________________  Attending Game:  Yes      No     (circle one)

Please send guest fees ($28.00 per) payable to:  HEPC, P. O. Box 1227, Honolulu, HI 96807


____________________________________                      ____________________________
Member's Name                                                              Phone Number

Any member or guest who makes a reservation and fails to attend will be assessed a $28 no-show fee.

 

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