• Learn How to Plan Financially for Your Older Self at this Free Workshop

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    Name: Learn How to Plan Financially for Your Older Self at this Free Workshop
    Date: September 28, 2019
    Time: 9:30 AM - 11:30 AM HST
    Event Description:
    Proactive Planning for Incapacity - Kona

    It’s rare to have the opportunity to create a secure plan for ones older age that also considers the possibility for cognitive decline, such as dementia or other mental incapacitation. With more than 5.8 million Americans living with Alzheimer’s*— and 29,000 adults in Hawaii — Hawaii Community Federal Credit Union is presenting “Proactive Planning for Incapacity.” Attendees will learn how to plan wisely today for a time when they may not be able to make important life and legal decisions.

    Seating is limited so please RSVP today!

    Presented by John Roth, Attorney, Hawaii Trust & Estate Counsel, and Karyn Clay, President, Ho`oNani Adult Care Services, this unique workshop will provide such important information as: • A legal definition for “capacity” • Care options • How to manage if the cost of care depletes all liquid assets • Legal options, including Guardianships / Conservatorship, Joint Assets vs. Signatory, Power of Attorney, Trusts and more.
    Hawaii Community Federal Credit Union's Kaloko facility
    John Y. Iwane Credit Union Center Training Room.
    73-5611 Olowalu Street

    Kailua-Kona, HI

    Date/Time Information:
    Saturday, September 28
    9:30am - 11:30am
    Contact Information:
    Visit HCFCU’s Community Seminars section at hicommfcu.com/communityseminars. Seating is limited so please RSVP today!
    Free - open to the public
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