"A Fiduciaries' Christmas Wish List - What Local Fiduciaries Wish Wealth Advisors Would Discuss and Consider With Their Clients"
Speakers: Lisa Telliio, VP & Personal Trust Officer, Trust Division, Central Pacific Bnak
Marissa N. Machida, VP & Relationship Manager, Trust Services Group, Bank of Hawaii
David Nakamura, First Hawaiian Bank
TIME:
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, November 13, 2019
Call 521-4015, opt. 1 OR E-mail hepcouncil@hotmail.com
(If mailing in your RSVP with payment, please call or email as well.)
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Please send guest fees ($36.00 per) payable to: HEPC / P. O. Box 1227 / Honolulu HI 96807.
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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.