Financial and Estate Planning Seminar

Date: 
Thu. May. 16 - 8:45 AM - 7:30 PM
Registration Information
Member Registration Price: 
$225.00
Non Member Registration Price: 
$225.00

Location:  Edgewood Country Club, Charleston WV

This seminar is co-sponsored with the WVBankers, the WV Society of CPAs and the WV State Bar.

Keynote Speaker:  Professor Mary Radford (Aging Population/Elder Abuse/Exploitation) 

Additional topics will include Uniform Directed Trust Act, Retirement Accounts & Beneficiary Designation, Generation-Skipping Transfer Tax (GST), Income Tax Planning and much more.

Exhibitor/Sponsor Opportunity

BROCHURE

AGENDA

***NOTICE: 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 Terry Mathias to register for reception & dinner: tsmathias@earthlink.net, the cost is $75 per person.

Event Type: On Location