Broker Check
15 Sept
2023 Estate Planning Symposium


Our 2023 Estate Planning symposium aims to provide you with valuable insights into the world of estate planning and the critical considerations that come with it.   We will be discussing some of the most critical components of an estate plan including legal documents, long term care, planning for survivors, life insurance, taxes and proper asset titling.

Pacific Club, 1451 Queen Emma St. Honolulu
September 15th 11:30 AM - 1:00 PM


  • 11:30 AM - 11:45 AM: Registration and Buffet Lunch
  • 11:45 AM - 12:15 PM: Essential Considerations in Estate Planning – Glennel Jordan
  • 12:15 PM - 12:45 PM: Minimizing Risk of Sibling Conflict in Estate Planning – Stephen Yim
  • 12:45 PM - 1:00 PM:  Case Studies– Kelley Tom

Our guest attorney, Stephen Yim, will share valuable insights on how to navigate potential conflicts among siblings during estate planning, ensuring a smoother transition for your loved ones. Furthermore, our engaging case studies will provide practical examples of successful estate planning strategies.

Please RSVP by September 10th to secure your spot, seating is limited.  For any inquiries, please contact Glennel Jordan at (808) 219-7398 or Kelley Tom at (808) 527-8878

We look forward to seeing you and our upcoming event and sharing valuable information.

Feel free to invite any friends or family who could benefit from this information.

Date and Time

Fri, Sep 15, 2023

11:30a - 1:00p HST


The Pacific Club

1451 Queen Emma St.
Honolulu , HI 96813
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Event Registration