"Hawaii & California Estate Planning Crossver Issues" (*1 CLE, CPE & CFP CE- pending)
Register in advance for this meeting. After registering, you will receive a confirmation email containing information about joining the meeting.
Please refer to your email notice for the link to the meeting.
TIME: 11:30 a.m. - 12:00 p.m. - Networking
12:00 p.m. - 12:45 p.m. - Speaker Presentation
12:45 p.m. - 1:00 p.m. - Q&A
ABOUT THE SPEAKER: Pease see attached bios.
CE credits are pending for CLE, CPE, CFP
Email the following members for the appropriate CE form:
CLE (Attorneys) -- email JROP@JenniferEPLaw.com
CPE credit - email nickchucpa@yahoo.com
CFP credit – email matt@3dwealthadvisors.com
Please provide your First, Middle Initial, Last name & CFP # or last 4 digits of your SSN
*A $25 fee will be assessed to guests requesting any CE credit.
CE credits are available to members at no additional charge.
Please send $25.00 CE fee payable to: HEPC
P. O. Box 1227 / Honolulu, HI 96807
