Event Calendar

Thursday, May 16, 2024

Financial & Estate Planning Conference

Start Date: 5/16/2024 8:00 AM EDT
End Date: 5/16/2024 5:00 PM EDT

Venue Name: Edgewood Country Club

Location:
1600 Edgewood Dr
Charleston, WV  United States  25302

Organization Name: WVBankers

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

Pricing:
Member & Non-Member: $325 


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.

  • 8:00 am - 5:00 pm: Conference
  • 5:15 pm - 6:30 pm:  Reception & Dinner for Charleston Estate Planning Council members and paid guests.
Dinner includes entertainment from Murder & Merriment, you won't want to miss this murder mystery, it's to DIE for! 

***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 Jamie O'Connor to register for reception & dinner: James1.oconnor@ml.com cost is $75 per person.  

Sponsorship opportunities are available HERE, sponsorship includes one complimentary registration.

CONTINUING EDUCATION INFORMATION:
  • This program has applied for CPE through the WV Society of CPAs.
  • This program has applied for CLE credit hours through the West Virginia State Bar.
  • This program has applied for CTFA credits through the ABA.
Please see the instructions below on self-reporting:
  1. Log into certification record at aba.csod.com
  2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE
  3. Enter "West Virginia Bankers Association | Financial & Estate Planning Conference" then select the program from the search results
  4. Click Request and when the page refreshes click Mark Complete

Thank you to our sponsors: