We offer continuing education for advisors at our yearly CE luncheon events in Hawai'i. We are happy to meet you at one of these special events or for a consultation.
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Sign up for our advisor newsletter or give us a call!
Office of Estate and Gift Planning
2444 Dole Street, Bachman Hall 105
Honolulu, HI 96822