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‘The Basics of Estate Planning’

October 9, 2024

Seats are limited. Reserve yours today for the November 4 seminar.

Have you ever wondered:

  • Who will get my assets when I’m gone?
  • What happens if I’m incapacitated?
  • Do I have my advance health-care directives in order?

Aloha Pacific Financial Group invites you to an in-person estate-planning seminar that will help answer these questions and more. Sign up today; seats are limited.

Hosted by: Chad R. Kunihisa, Financial Advisor / CPA, CFP® & Jasen Ishihara, Financial Advisor / CFS   

  • Speaker:  Russell Ota, attorney*
  • Date:  Monday, November 4
  • Location: Honolulu Country Club
  • Registration: 9 a.m.-9:20 a.m.
  • Seminar: 9:30 a.m.-10:30 a.m.
  • Cost: FREE with $15 per person deposit; light refreshments and ample parking
    (Deposit will be refunded at the door, but non-attendance forfeits deposit)

Checks payable to:
Aloha Pacific FCU
Attn: Vikki Kaya-Lao
832 South Hotel Street
Honolulu, HI 96813

Call Vikki at 539-0139 to RSVP (before you send payment) and for more information.

*Russell Ota is not affiliated with Aloha Pacific FCU or Aloha Pacific Financial Group.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Aloha Pacific Federal Credit Union and Aloha Pacific Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aloha Pacific Financial Group, and may also be employees of Aloha Pacific Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Aloha Pacific Federal Credit Union or Aloha Pacific Financial Group. Securities and insurance offered through LPL or its affiliates are: