Past Events

November 21, 2024 "Handling Estate Planning Tax Controversies with the IRS or State Taxing Agencies" (*1 CFP [credit pending] & 1 CLE and 1 CPA credit)
Philip Wolf & Steven L. Walker, Attorneys, Law Offices of Steven L. Walker PLC
October 24, 2024 "Real Estate Updates Through 2024 and Beyond" (1 CLE & 1 CFP credit)
Kalama Kim, President, Berkshire Hathaway HomeServices Hawaii Realty
September 26, 2024 "Developments in Hawaii's Economy" (1 CLE & 1 CFP credit)
Paul H. Brewbaker, PhD, CBE, TZ Economics
September 5, 2024 21st ANNUAL HEPC GOLF TOURNAMENT
August 15, 2024 August Annual "Member + 1" Event
July 25, 2024 “Major Results from the 2024 Legislature”
Dr. Keli‘i Akina, President/CEO of Grassroot Institute of Hawaii
June 27, 2024 Bitcoin Estate and Tax Planning
Morgen Rochard, CFP, RLP, Origin Wealth Advisors LLC
May 23, 2024 "Hot Topics in Real Estate and Business Valuation"
David M. Eckstein, CFA, Managing Director, MPI AND Chris Ponsar, MAI, SRA, Manager, Ponsar Valuaion, LLC
May 17, 2024 Kuilei Place Pau Hana Event
Daniel Nakamura
April 25, 2024 "Premarital Agreements in Hawaii: Some Old Concerns, Some New Developments" (*1 CFP (credit pending) & CLE credit
Thomas L. Stirling, Jr., Esq,, Thomas L. Siirling, Jr. AAL
March 28, 2024 Hawaii's New Pass Through Entity Tax (PTE), and Hot Tax Topics for Estate Planning Professionals
Kurt Kawafuchi, Esq.
February 8, 2024 HEPC February Event - UH Foundation and UH Men's Basketball
UH Athletics
January 27, 2024 2023 Annual Banquet
November 16, 2023 "Corporate Philanthropy and First Hawaiian Bank's Impact in Hawaii"
Cameron Nekota, President, First Hawaiian Bank Foundation
October 26, 2023 "Governor Green's Affordability Plan + Legislative Updates"
Gary Suganuma, Director, State of Hawai'i Department of Taxation
September 28, 2023 "Health, Wealth and a Confident Retirement"
Michael Yee, CFP, CRPC, CFS, CLTC, Private Wealth Advisor, Ameriprise Financial Services LLC
August 31, 2023 Annual August Event - Member +1
Sarah Kuaiwa, Curator for Hawaii and Pacific Cultural Resources / Curator, Malacology Department
August 14, 2023 20th Annual HEPC Golf Tournament
July 27, 2023 "Charitable Gifts" (1 CLE credit)
Guy Fujishige, CFS CRPC, Ameriprise Financial Services, LLC AND Anthony Gemmato Jr., JD CLTC, RiverSource Life Insurance Co.
June 22, 2023 "Financial Exploitation of the Elderly: An Overview of Various Schemes, Warning Signs and Tips for Prevention" (1 CLE CE credit)
Scott Spallina, Senior Deputy Prosecutor, Supervisor-Elder Abuse Justice Unit, Office of the Prosecuting Attorney
May 11, 2023 HEPC May Event - UH Foundation & UH Men''s Baseball
Rich Hill, UH Men's Baseball Coach
April 27, 2023 "End of Life Planning: It's Always Too Early Until It's Too Late"
Paris Priore-Kim, Ed.D.
March 23, 2023 "Who and What is The Caregiver Foundation"
Gary A. Powell NCG, LUTCF, CLTC / Executive Director, The Caregiver Foundation
February 23, 2023 "5 Things You Didn't Know About Business Valuations" (1 CLE, CPE & CFP CE credit)
Kelly Zane, CPA, CFA Principal, Pacific Business Valuation
January 28, 2023 2022 Annual Banquet
November 29, 2022 HEPC November Meeting
Thomas Yamachika - Tax Foundation of Hawaii
October 13, 2022 "Elections 2022: What You Need to Know"
Colin Moore - Associate Professor of Political Science & Director of the Public Policy Center at UH Manoa
September 20, 2022 "When Charity Becomes a Chore: Private Foundation Alternative" (*1 CLE, CPE & CFP CE credit)
Trever Asam - Cades Schutte LLP / Jen-L W. Lyman & Kawena S. Beaupre - Hawai'i Community Foundation
August 24, 2022 Annual August Event - Member +1
August 4, 2022 (July Meeting) "The Silent Treatment: Trustee Duties to Disclose and Inform Under Modern Trust Law"
Brian K. Janowsky, ArentFox Schiff LLP
June 23, 2022 "Future of Elder Law: Life Care Planning" (*1 CLE, CPE, CFP CE - pending)
Laurie Adamschick ESQ, Tom Rulon ESQ & Mike Meyer, RN The Elder Law Practice of Rulon & Adamschick LLC
June 17, 2022 CFP Ethics CE Course
Mathew McConnell
May 26, 2022 HEPC May Meeting - UH Baseball Game
Rich Hill, UH Men's Baseball Coach
May 10, 2022 19th ANNUAL HEPC GOLF TOURNAMENT
April 28, 2022 "Hawaii & California Estate Planning Crossver Issues" (*1 CLE, CPE & CFP CE- pending)
Dan Vermillion & Rosanne Brade Muschenheim Esq.
April 23, 2022 2021 Annual Banquet - Rescheduled
March 24, 2022 "Powerful Trust Planning Trends in 2022" (PENDING *1 CLE, CPE & CFP CE credit)
Al W. King, III JD, LLM, AEP (Distinguished), TEP- South Dakota Trust Company LLC / NAEPC
February 24, 2022 "The New Normal: Hysteresis & Economic Recovery (*1 CLE, CPE & CFP CE - credit pending)
Paul Brewbaker Ph.D., CBE TZ Economics
January 22, 2022 2021 Annual Banquet
November 24, 2021 Legislative Tax Update (*1 CLE, CPE & CFP - credit pending)
Michael J. O'Malley, Esq.
September 23, 2021 Tax Smart Charitable Giving, Especially with Retirement Assets Presented with the Hawaii Community Foundation (*1 CLE, CPE & CFP CE credit)
Christopher R. Hoyt, J.D., Professor of Law, University of Missouri Kansas City School of Law
September 9, 2021 HEPC Rebroadcast of NAEPC Webinar: Planning for Business Owners and Trusts
Webinar
August 26, 2021 POSTPONED - Annual August Event - Member + 1
July 22, 2021 Estate Planning Tips and Techniques (*1 CLE, CPE & CFP CE credit pending)
Joy Miyasaki, ESQ, Judy Yuriko Lee, ESQ & Randall M.L. Yee, ESQ
June 24, 2021 "Cases, Q&A, and more...with Judge Browning" (*1 CPE & CFP CE- credit pending)
Honorable Judge R. Mark Browning / Assisted by Robert Park, Kenory Khuy, Elise Swain, Michael Y. Ige
May 27, 2021 "Recovering From the Pandemic: A National Economic and Local Tourism Forecast" (*1 CPE & CFP CE credit pending)
Ken L. Miller, CFA First Hawaiian Bank Sr. VP, Chief Investment Officer & Divisions Mgr. & Mufi Hanneman, President & CEO, Hawaii Lodging & Tourism Association
May 6, 2021 HEPC Rebroadcast of NAEPC Webinar: "Well-Being Trusts - The Future of Imbuing Trusts with Positivity, Meaining and Purpose
Richard S. Franklin, J.D., LLM AND Raymond C. Odom, CFP
April 22, 2021 "Planning for Influencers: Can My Heirs Cash in On My Likes?" (*1 CLE, CPE, & CFP CE credit)
Brian Janowsky, Esq., Partner, Sciff Hardin LLP
April 8, 2021 HEPC Rebroadcast of NAEPC Webinar: The Future Client and Future Advisor
Webinar
March 25, 2021 Hawaii Tax Update (*1 CLE, CFP & CPE CE credit)
Tom Yamachika, President - Tax Foundation of Hawaii
March 19, 2021 HSCPA/HEPC Event: IRS Chief Counsel
Michael Desmond, Former IRS Chief Counsel
February 18, 2021 NAEPC Webinar Series: "Post-Election Estate Planning: The Tsunami Continues to Roll In"
Jonathan G. Blattmachr, Esq., AEP (Distinguished)
January 27, 2021 Annual Meeting - Lunch
Issac Choy, Director, Hawai'i State Dept. of Taxation
November 25, 2020 "Tax Consequences of Cancellation of Debt Income and Abatement/Deferral of Lease Rents"
Chris S. Mashiba, Partner, Cades Schutte LLLP AND Michael J. O'Malley, Partner, Goodsill Anderson Quinn & Stifel
October 29, 2020 "Regulatory Takings and the Public Trust Doctrine" (CE Credits: CLE, CFP, CPA)
David L. Callies, Benjamin A. Kudo Professor of Law, William S. Richardson School of Law
September 23, 2020 "What Estate Planners Should Know About Planning for Foreign Nationals and Key International Tax and Reporting Issues
Kurt Kawafuchi, Law Offices of Kurt Kawafuchi, LLLC
August 27, 2020 Annual August Social Event (VIRTUAL)
July 23, 2020 "Planning In A Low Interest Rate Environment" (CLE (attorneys), CPA and CFP CE credit)
Harmon A. Brown, Esq., Partner, Schiff Hardin AND Brian K. Janowsky, Esq., Partner, Schiff Hardin
June 25, 2020 "Contested Conservatorship & Guardianship Proceedings" (CE Credits: CPA and CFP
Honorable R. Mark Browning, Chief Judge, Circuit Court of the First Circuit AND Andrew D. Smith, Esq., Andrew D. Smith LLLC
May 28, 2020 "Update on Pension and Benefit Laws, Including Impact of the SECURE & CARES Act (CE credits: CFP, CPA, CLE [for Attorneys])
Roger W. Fonseca, Esq., Of Counsel to Cades Schutte LLLP AND Cheryl L.M.T. Itagaki, Esq., Cades Schutte LLLP
April 22, 2020 Planning for Influencers: Can My Heris Cash in On My Likes: (CE credit, CPA & CLE (for Attorneys) are available, CFP pending)
Brian Janowsky
March 25, 2020 CANCELLED "States As The Lynchpin To Reducing Wealth Inequality?" (1 CPA CE credit, 1 CFP CE credit--pending)
Nicholas A. Mirkay, J.D., L.L.M. / Director of Faculty Research, William S. Richardson School of Law
February 27, 2020 "An Insider's Look at the Business of University of Hawai'i Athletics & NCAA Division 1 Sports"
David Matlin, UH Manoa Athletics Director
January 25, 2020 Annual Banquet - "A Coat and Tie Affair"
November 21, 2019 "A Fiduciaries' Christmas Wish List - What Local Fiduciaries Wish Wealth Advisors Would Discuss and Consider With Their Clients"
Corporate Trustee Panel
October 24, 2019 "Ordinance 19-18 - The New Honolulu Short-Term Rental Law"
Ivan Lui-Kwan, Esq., Director, Starn O'Toole Marcus & Fisher PLUS 2 Additional Speakers
September 26, 2019 "It Takes a Village to CHANGE Hawai'i" (1 CFP CE Credit-PENDING)
Katharine Lloyd, General Counsel & Sr. VP AND Jen-L Lyman, Dir of Philanthropic Partnerships, Hawai'i Community Foundation
August 29, 2019 Annual Member + 1 Social Event
July 25, 2019 "Value Leakage - Three Charitable Strategies Time-Crunched Advisors Must Know"
Lani Starkey, JD, LLM, Founder/Chief Instructor, Fifty Rock Consulting
June 27, 2019 PANEL DISCUSSION: "Our Care, Our Choice Act" (1 CLE CE Credit)
PANEL MEMBERS: Blake Oshiro, Esq., EVP, Capitol Consultants of Hawaii / Daniel Fischberg, MD, PhD, FAAHPM, Med Dir, Pain & Palliative Care Dept., Queen's Med Ctr / Chief, Div of Palliative Med & Prof, Dept of Geriatric Med, JABSOM-UH / Elizabeth Vaughan, MSW, LCSW, Social Worker, Queen's Med Ctr
May 23, 2019 "The Trustee's Tale: What Fiduciaries Wish Wealth Transfer Advisors Would Consider and Discuss With Clients" (1 CFP CE credit / 1 CPA CE credit / 1 CLE CE credit-PENDING)
Karen Sugihara, Wells Fargo
April 25, 2019 "Estate Planning for Digital Assets" (1 CFP CE Credit / 1 CLE CE Credit)
Brian K. Janowsky, Esq, / Schiff Hardin LLP
March 28, 2019 "The Truth About Public Education in Hawaii"
Randall Roth, Professor Emeritus of Law, UH William S. Richardson School of Law
February 21, 2019 "Laniakea - Our Cosmic Metropolis and the Impact of the Coming TMT"
R. Brent Tully, Astronomer & UH Faculty Member / Roy Gal, Astronomer & Outreach Coordinator, UH Institute of Astronomy
January 26, 2019 2018 Annual Banquet
November 27, 2018 RESCHEDULED - Annual Social Event
November 15, 2018 "Corporate Trust Officer Panel Discussion"
Marissa Machida, VP & Relationship Manager, Bank of Hawaii, Personal Trust Division / Cathy Mizumoto, Trust Officer, First Hawaiian Bank Personal Trust Division / Lisa Telliio, AVP & Trust Officer, Central Pacific Bnak, Trust Division
October 25, 2018 "So YOU WANT to be a Fiduciary?" (1 Legal CE credit)
Harmon Brown Esq, Schiff Hardin LLP
September 27, 2018 "Building A Portfolio Is Like Building A House" (1 CFP and CPA CE credit)
Eric Fujimoto CFP, CFS, MBA /Private Wealth Advisor / Ho'ea - Wealth Advisory Group
August 28, 2018 17th ANNUAL HEPC GOLF TOURNAMENT
July 26, 2018 Update On The Tax Cuts and Jobs Act of 2017 and The California Bar Tax Section's DC Delegation (1 CFP, CPA and CLE CE credit)
Kurt Kawafuchi, Esq., Law Offices of Kurt Kawafuchi LLLC
June 28, 2018 "Tax Update 2018" (1 CFP & CPA CE credit)
Tom Yamachika, President, Tax Foundation of Hawaii
May 24, 2018 " Macroeconomic Overview With A Hawaii Spin" (1 CE credit-CFP & CPA)
Paul H. Brewbaker, Ph.D., CBE, Economist, TZ Economics
April 26, 2018 "Kapuna Pono: Helping Families Talk and Support Their Kupuna"
Honorable Victoria Marks & Owen Tamamoto, Mediation Center of the Pacific
March 22, 2018 "Attitude With Gratitude - Serving on the City Council"
Brandon Elefante, Honolulu City Council Member
February 22, 2018 "Criminal Justice in Hawai'i - The Good, the Bad & the Ugly"
Kenneth Lawson and Randall W. Roth, UH Manoa William S. Richardson School of Law
February 7, 2018 Tax Workshop and Wine Tasting
Ron Heller, Attorney & CPA, Kurt Kawafuchi, Esq., Chris Mashia, Esq. & Tom Yamachika, President of Tax Foundation of Hawaii
January 27, 2018 Annual Banquet:
November 16, 2017 Active vs. Index Investing. Where Is the Industry Today?"
Steve Rodgers, Executive VP & Chief Investment Officer, Bank of Hawaii
October 26, 2017 "How To Enjoy the Spoils of Hard Work Without Spoiling the Children"
Harmon Brown, Esq. Schiff Hardin, LLP
September 28, 2017 Psychological Aspects of Estate and Financial Planning
Jeff Crawford, Ph.D., Consulting Psychologist, Turning Point Development
August 31, 2017 Annual Member + 1 Event
August 15, 2017 16th Annual HEPC Golf Tournament
July 27, 2017 "Everything Around Your Business Is Changing; Are You?"
Brian Lee, Principal of E'Bus Consulting
June 22, 2017 The Trump Tax Plan
Michael O'Malley, Esq, Goodsill Anderson Quinn & Stifel
May 25, 2017 Teaching Tips for Financial and Estate Planners - From a Client and Teacher Educator (1 CE credit for CPA & CFP)
Dr. Kathy Au, Ph.D., Co-Founder & Co-CEO of SchoolRise, LLC
April 27, 2017 Crystal Ball Planning in 2017
Curtis K. Saiki, Esq., VP & General Counsel, Hawaii Community Foundation
March 23, 2017 Is This A Traditional Trust or Institutional Entrepreneurship? How to Handle a large, Complicated Trust-The Campbell Estate
Clint Churchill, Former Chairman of the Board of Trustees, Campbell Estate
February 9, 2017 The Impact of Climate Change On Hawai'i In the 21st Century
Dr. Charles
January 28, 2017 Annual Banquet:
November 17, 2016 Estate Planning and the IRS (1 CFP, 1 CPA and 1 Legal CE credit)
Victor Song, Victor Song Consulting AND Kenneth Hines, EA, CFCS, CFE
October 27, 2016 Grantor Charitable Lead Trusts: The Amazing Alternative to Family Foundations and Donor Advised Funds...That No One Is Talking About (1 CPA and 1 Legal CE credit)
Lani Starkey, JD, CPA, LLM / Principal, Fifty Rock Consulting, LLC
September 22, 2016 Growing Your Business
Eddie Flores, Founder of L&L Hawaiian Barbeque AND Elisia Flores, Daughter
August 25, 2016 August Annual Night Out - Member +1
August 4, 2016 Hawaii Estate Planning Symposium Series
July 28, 2016 The Versatile 529 Plan (1 Legal CE credit & 1 CPA credit)
William H. Atha, II, Sr. VP & Family Wealth Director, Morgan Stanley Wealth Management
June 16, 2016 Avoiding Ethical Dilemmas That Can Destroy Your Practice and Your Life (1 CPA and 1 Legal Ethics credit)
Kenneth Lawson, JD / Associate Faculty Specialist, William S. Richardson School of Law, UH Manoa
May 26, 2016 Planning With Trusts: Helping to Raise Responsible Rich Kids (1 Continuing Legal Education [CLE] credit
Susan von Herrmann, Esq, Partner, Perkins Coie LLP
April 28, 2016 Education of Corporate Trustees (CPA / CFP CE credit)
Corporate Personal Trust Manager Panel: Courtney Kajikawa (Mgr, FHB), Diane Chong (Mgr, CPB), Bonnie Fong (Mgr, BOH) and Todd Hoch (Mgr, FFB)
March 24, 2016 What's It Worth? The Meaning of a Legacy (CE credit)
Paul Keenan, VP for Development & Donor Relations, Hawai'i Community Foundation
February 25, 2016 "Anticipating and Avoiding Family Conflicts in Wealth Planning"
Douglas K. Freeman, JD, LLM, Executive VP, First Foundation Bank, Irvine, CA
January 23, 2016 2015 Annual Dinner - "A Coat and Tie Affair"
November 19, 2015 "Complete Elder Care Solutions"
Dew Anne Langcaon, CPA AND Bonnie Castonguay, RN Co-founders, Ho'okele Health
October 22, 2015 "20 Common Estate Planning Mistakes" (1 CFP CE Credit)
Harmon Brown, Esq., Partner with Schiff Hardin
October 20, 2015 14th Annual HEPC Golf Tournament
September 24, 2015 "ESOPs - A Primer on Effective and Correct Use of This Tax-Efficient and Powerful Business Owner Exit Strategy and Estate Planning Vehicle" (1 CE credit for CPAs and CFPs)
Keith J. Apton, Sr. VP-Wealth Management, The Capital ESOP Group, UBS Financial Services, Washington DC
September 17, 2015 Estate Planning Seminar
Brian Lee, Stephen Choi, Eddy Kemp
August 27, 2015 Member + 1 Event
July 23, 2015 "Medicaid Long-Term Care Eligibility and Application Process"
Wendy Miki Glaus, Certified Elder Law Attorney and Partner, Sterling & Tucker, LLP
June 25, 2015 "TZ Economics: Update on Hawaii Economy (1 CE Credit)
Paul Brewbaker, Economist
May 28, 2015 "Overview of the Ward Village Master Planned Community"
Race Randle, Vice President of Development, The Howard Hughes Corp.
April 23, 2015 Hawaii Legislative Update (CE Credit)
Judy Y. Lee, Esq., Goodsill Anderson Quinn Stifel LLLP
March 26, 2015 Planning In A Low (Rising) Interest Rate Environment
William H. Atha II, Sr. Vice President & Family Wealth Director, Morgan Stanley Wealth Management
February 26, 2015 Quid Pro Quo: Understanding Why Clients Swap Real Estate for Equities Using CRT's
Michael Coppes, JD , Director of Estate Planning & Gift Planning
January 24, 2015 Annual Banquet: "A Coat and Tie Affair"
November 20, 2014 Panel Discussion on the latest trends, hot topics, naming a Corporate Trustee
Douglas Smith, Dick Oshima, Bonnie Fong, Charles Au
October 23, 2014 Recent Developments in Estate Planning
Susan von Hermann
September 25, 2014 Managing Trust in a Mad, Mad, Mad, Mad World: Finding Flexibility in the Fiduciary Toolbox
Thomas Pauloski, Esq., Bernstein Global Wealth Management
September 9, 2014 13th Annual Golf Tournament
August 28, 2014 Annual Night Out - Member + 1
July 24, 2014 Hot Topics in International Reporting Including the Recently Revised IRS Offshore Programs (1 CE Credit)
Kurt Kawafuchi, Esq., Hochman Salkin Rettig Toscher & Perez, P.C.
June 26, 2014 "Estate Yoga...Practical Tips for Creating Flexible Plans" (1 CE Credit)
Curtis Saiki, Esq, Hawaii Community Foundation
May 22, 2014 "Preserving the Stretch: Estate Planning Considerations For Qualified Retirement Plans & IRAs"
Jodene Arakaki, Esq / VP Wealth Planning, First Hawaiian Bank
April 24, 2014 Premarital Agreements in Hawaii
Thomas L. Stirling, Jr., Esq.
April 17, 2014 "Ninth Annual Grape Escape"
March 27, 2014 Economic Forecast (1 CPE credit)
Eugene Tian, Ph.D., Administrator, Research and Economic Analysis Division, DBEDT
February 27, 2014 Protecting the Nest Egg: Preventing Investment Fraud
Tom Simon, FBI
January 25, 2014 Annual Banquet - "A Coat and Tie Affair"
November 21, 2013 Preventing Trust Litigation
Carroll Taylor, Esq. AND Natasha Lum, Esq.
October 24, 2013 Estate Tax Update
Harmon Brown, Esq., Schiff Hardin LLP
September 26, 2013 Estate Planning for Same-Sex Couples After the Demise of DOMA (1 CE Credit)
Susan von Herrmann, Esq, Schiff Hardin LLP
August 29, 2013 Annual Member + 1 Event
August 20, 2013 HEPC 12th Annual Golf Tournament
July 25, 2013 Protecting and Transferring Wealth With Captive Insurance (1 CE Credit)
Geoffrey N. Seaman JD, MBA, TEP VP, Sr Wealth Mgmnt Dir, BNY Mellon - Wealth Management
July 11, 2013 "Eighth Annual Grape Escape"
June 27, 2013 "Paradigm Shift: The ATRA-Math (Planning After the American Tax Relief Act of 2012" (1 CE credit)
Paul S. Lee, National Managing Director, Bernstein Global Wealth Management
May 23, 2013 Deconstructing the Descendants
Randall Roth, Professor, William S Richardson School of Law
April 25, 2013 Succession Planning For The Family Business: Planning For A Seamless Transition (1CPE Credit)
Laurie Foster, Business Consulting Resources
March 28, 2013 Economic and Market Update (1 CE Credit)
Stephen Rodgers, Bank of Hawaii
February 28, 2013 "It's About Time - The Story of Our Calendar"
Ben Jay & Joseph Ciotti, University of Hawaii
January 26, 2013 Annual Banquet - "A Coat and Tie Affair"
January 1, 2013 Annual Member + 1 Event
January 1, 2013 Book - "Bright Triumphs"
David Heenan
November 15, 2012 Planning in a Cross Border World
Dan Schrauth, Managing Director, JP Morgan Private Bank (S.F.)
October 25, 2012 Considerations With Year End Planning
Harmon Brown, Esq. Schiff Harden LLP
September 27, 2012 Conservation Gifts, Including Conservation Easements
Suzanne Case, Nature Conservancy
August 30, 2012 Member + 1 Event
August 23, 2012 11th Annual Golf Tournament
July 26, 2012 Advantages and Difficulties of Donating Hard to Value Assets
Katharine P. Lloyd, Esq., General Counsel, VP-Charitable Planning, Hawaii Community Foundation
June 28, 2012 Pitfalls and Pleasures of the Family Business
Leslie Dashew, The Aspen Group
June 21, 2012 Seventh Annual Grape Escape
May 24, 2012 Kapuna Concierge Program, Child & Family Services
Valerie Takahashi, Child and Family Services
April 19, 2012 Advanced Topics in Social Security & Medicare, 2012
Bill Hunot, VP, Wells Fargo Advisors, LLC (1 CPA CE Credit)
March 22, 2012 Selling the Family Business Involves Complex Options
Richard B. Dole, CEO, Dole Capital LLC
February 23, 2012 Asset Protection and Integrated Estate Planning: The State of the Art for 2012 (1 CE Credit)
Barry S. Engel, Esq. , Engel & Reiman PC (Denver, CO)
January 21, 2012 Annual Banquet - A Coat and Tie Affair
November 17, 2011 Exit Planning Strategies of the 21st Century (1 CE Credit)
Brian B. Lee, E'Bus Consulting LLC
October 27, 2011 OCTOBER MEETING
Harmon A. Brown, Esq., Schiff Hardin & Waite
October 20, 2011 10th Annual HEPC Golf Tournament
September 22, 2011 SEPTEMBER MEMBER MEETING NOTICE
Dr. Michele Carbone AND Dean Jerris R. Hedges
August 25, 2011 ANNUAL NIGHT OUT - MEMBER + 1 EVENT
July 28, 2011 New Laws Affecting Hawaii Estate Planning - The Good, The Bad and The Hideously Ugly
Raymond K. Okada, Esq., Goodsill Anderson Quinn Stifel
June 23, 2011 Kailua's Future, Is It on "Target"? A Delicate Balancing Act for Kaneohe Ranch
H. Mitchell D'Olier, President & CEO, Kaneohe Ranch Management Ltd.
May 26, 2011 Wealth Transfer Opportunities and Pitfalls Under The New Tax Law (1 CE Credit)
Thomas J. Pauloski, J.D., Bernstein Global Wealth Management
April 28, 2011 Legal Advocacy For Our Kupuna - Steering Clear of Abuse (1 CE Credit)
James Pietsch, Professor of Law, UH Manoa, William S. Richardson School of Law
April 21, 2011 "SEVENTH ANNUAL GRAPE ESCAPE"
March 24, 2011 Hollywood to Hawaii 5-0: Implications of Leaving a Community Property State" (1 CE CREDIT)
Heather K. L. Conahan, Esq. of Loden & Conahan LLLC
February 24, 2011 "All Hail the HAR: Update on Medicaid Eligibility and Special Needs Trust" (1 CE Credit)
Colin K. K. Goo, Esq., Law Offices of Colin K. K. Goo
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