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Financial & Estate Planning Conference

Description

This annual event sponsored by the WVBankers, the WV Society of CPAs and the WV State Bar Probate Law Committee attracts participants from Banks Trust Departments, CPAs, Insurance Agents, Financial Planners, and Attorneys.  

There is no other event in West Virginia that attracts all these groups of professionals.  

 

AGENDA:

8:15 am - 8:45 am:  Registration & Breakfast

8:45 am - 8:50 am:  Welcome 

8:50 am - 10:20 am:  Retirement Planning - Robert K. Kirkland, Kirkland Woods & Martinsen LLP

10:20 am - 10:30 am:  Break

10:30 am - 12:00 pm:  Retirement Planning - Robert K. Kirkland, Kirkland Woods & Martinsen LLP

12:00 pm - 12:30 pm:  Lunch

12:30 pm - 1:00 pm:  Legislative Update - Richie Heath, Bowles Rice LLP

1:00 pm - 1:10 pm:  Break

1:10 pm - 2:10 pm:  NEW Small Estate Law - Christopher J. Winton, Esq., Ray, Winton & Kelley, PLLC

2:10 pm - 2:20 pm:  Break

2:20 pm - 3:20 pm:  Estate Planning in the Current Environment - J.E. White, Jr., Member, Jackson Kelly PLLC

3:20 pm - 3:30 pm:  Break

3:30 pm - 5:00 pm:  Panel – Hot Topics and Discussion of Items of Interest to Estate Planners

5:15 pm - 6:30 pm:  Reception & Dinner (for Charleston Estate Planning Council members and paid guests)

 

 *Registration Fee: $250.00  (Please note, the member promo code cannot be used for this seminar. Member and Non-member price is $250.00)    

 

***NOTICE: The Seminar DOES NOT INCLUDE reception & dinner.  Please be advised that if you plan to stay for the reception & dinner, you must register with the CEPC. If you do not register with the CEPC, you will not be permitted to stay for the reception & dinner. Please e-mail Jennifer Willits to register for reception & dinner: jgwillits@summitfgi.com cost is $75 per person.  

Sponsorship opportunities are available, please email Amanda Cunningham (acuninngham@wvbankers.org) for a brochure.

CLICK HERE FOR SPONSORSHIP INFORMATION.

This program has applied for 8.6 CLE credit hours through the West Virginia State Bar and CPE through the WV Society of CPAs.

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