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Thursday, May 16, 2024
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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 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.
 
***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.  

Dinner includes entertainment from Murder & Merriment, you won't want to miss this, it's to DIE for!
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Sponsorship opportunities are available HERE, sponsorship includes one complimentary registration.
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Hotel Accommodations: If you would like an overnight room, please contact The Four Points by Sheraton, (304) 344-4092. There is a group discounted room rate of $119 if you use this LINK.  Room temperatures vary, please bring a light jacket or sweater for comfort. Business Casual dress is appropriate. 
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CONTINUING EDUCATION INFORMATION:
  • This program has been APPROVED for 8 CPE through the WV Board of Accountancy.
  • This program has applied for CLE credit hours through the West Virginia State Bar.Once we receive notification of the credit approval, we will notify attendees.?
American Bankers Association (ABA) Professional Certifications has approved
2024 Financial & Estate Planning Conference (F&E) for the following credits:
8 CTFA
2 CRSP
APPROVED NON-ABA CE search for training will appear as:
West Virginia Bankers Association | 2024 Financial & Estate Planning Conference (F&E)

Attendee Instructions to self report for CE Credit
1. Log into certification record at aba.csod.com  
2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE
3. Enter key word(s) from program title or sponsor name and 
     Select program from search results
4. Click Request and when page refreshes click Mark Complete
 

Thank you to our sponsors:
 




















Online Registration

Registration is Closed
Closed: 5/13/2024 11:45 PM

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