"Exploring Professional Fiduciaries: Trust Administration and Beyond"

Date: Thursday, March 27, 2025
Time: 11:00am - 1:00pm
Location: Elizabeth Fuller Hall - YWCA, 1040 Richards Street, Hon HI 96813
Speaker: PANEL: CSI Trust Company, Extate Administrative Services, Legacy Works

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Exploring Professional Fiduciaries: 
Trust Administration and Beyond
 
   
PANEL:  CSI Trust Company, Legacy Works,
Estate Administrative Services
 
March 27, 2025 (Thursday)
If you would like to submit questions in advance, please email your questions to Lisa Tellio at lisa@3dwealthadvisors.com.
 
RSVP: March 18, 2025 (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.  Check payments are also acceptable by using the HEPC meeting notice sent via email, bottom portion.)
 
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

1.  Go to: https://www.hawaiiestateplanningcouncil.org/

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 (with an added fee) rather than mailing a check.  To do so, when registering the guest, choose "Credit Card or PayPal" as the payment method for the guest.

7.  Upon submission of your RSVP, you will receive an email confirmation.

 

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