Event Calendar

Thursday, May 18, 2023

Financial & Estate Planning Conference

Start Date: 5/18/2023 8:15 AM EDT
End Date: 5/18/2023 5:00 PM EDT

Venue Name: Edgewood Country Club

1600 Edgewood Dr
Charleston, WV  United States  25302

Organization Name: WVBankers

Amanda Cunningham
Email: acunningham@wvbankers.org
Phone: (304) 343-8838

Member & Non-Member: $295 

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.  

Detailed agenda HERE.

  • 8:15 am - 5:00 pm: Conference
  • 5:15 pm - 6:30 pm:  Reception & Dinner (for Charleston Estate Planning Council members and paid guests) 

***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.


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