PROFESSIONAL PARTNERS EDUCATIONAL SCHOLARSHIP APPLICATION Section One – Name Your Name & Title:_________________________________________________ Company Name: ___________________________________________________ Address: _________________________________________________________ City: _______________ State: _______________ Zip: _________________ Contact Number: ___________________ Email: ________________________ Advisor Group: (Attorney, Accountant, Financial Wealth Advisor, Insurance Advisor, Trust Officer, Other) __________________________________________________________________ Section Two – Conference Please provide the date, name, location, and year of the last mainland conference you attended: ________________________________________________________________________________________________ ________________________________________________________________________________________________ Please list the mainland conference you’d like to attend and provide copy of program agenda or relevant materials, etc.: ________________________________________________________________________________________________ ________________________________________________________________________________________________ Section Three – Reason What are the challenges you face in traveling to a mainland conference in the last 3 years for your professional development: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ Please let us know briefly why you are interested in charitable planning: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ How have you incorporated or plan to incorporate charitable planning as part of your advisory practice: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________
Please submit application via e-mail to Tina Santos at tsantos@hcf-hawaii.org. September 7, 2018
Applications are due on