Educational Scholarship for Professional Advisors - Application Form 2019

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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, and location of the out-of-state conference(s) you attended in the last three (3) years: ________________________________________________________________________________________________ ________________________________________________________________________________________________ Please identify the out-of-state conference you’d like to attend if selected to receive the scholarship: ________________________________________________________________________________________________ ________________________________________________________________________________________________ Section Three – Reason In the past three years, what challenges have prevented you from attending an out-of-state conference for your professional development?: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ Why are you are interested in learning more about philanthropy and charitable planning?: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ What do you know about the CHANGE framework and how would you incorporate it into your advisory practice?: _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________

Please submit application via email to Miya Zialcita at mzialcita@hcf-hawaii.org by no later than September 6, 2019.


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