Loading Events

Seminar – Estate Planning Essentials*

Event Navigation

Event Description:

You work hard your whole life building your net worth so it’s only natural you want your assets distributed to your loved ones when you pass. Legacy planning has become increasingly more popular among investors, but even a basic understanding of estate planning can be a huge benefit for those planning for their financial future.

Join us for a complimentary seminar, “Estate Planning Essentials,” conducted by John Melchor, CFP®, CFS with Jackson National Life Distributors**. Topics to be covered include beneficiary designations, the Federal Estate Tax, gifting, trusts, power of attorney, living will and wills. Learn how you can preserve your estate by implementing some of the simplest trust strategies in this complimentary seminar.

Jennifer Russo
[email protected]

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax advice. For specific tax advice, please consult a qualified tax professional.
**John Melchor, Jackson National Life Distributors and its subsidiaries are not affiliated with Hawaii State FCU, CFS or any of its representatives.


Event Details

March 24

11:30 am - 12:30 pm

Event Category:


Pomaikai Ballrooms at Dole Cannery:
735 Iwilei Rd
Honolulu, HI 96817 United States
Back to Top
Third Party Site Disclaimer

We may provide links to external websites that refer to third party services and products available to Hawaii State FCU members. Please review the terms and conditions of use carefully. Such services and products are not obligations of, nor endorsed or guaranteed by, Hawaii State FCU nor the National Credit Union Share Insurance Fund. We do not make any express or implied representation or warranty to you concerning the quality, safety or suitability of external websites, or their services or products. Alternative services and products may be obtained from other providers of your choice. External websites are not under our control and may have different policies and security. Using the links may identify you as a Hawaii State FCU member to the external website operator.

Click “ACCEPT” to enter an external website. Click “Cancel” to return to HSFCU’s website.

Please remember to log off of Online Banking and Mobile Banking before going to any external website

Cancel Accept