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 J.E. White to register for reception & dinner: jewhite@jacksonkelly.com cost is $75 per person.  

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


  • This program has been approved for 8 CPE through the WV Society of CPAs.
  • This program has applied for 8.4 plus 1.80 in Ethics CLE credit hours through the West Virginia State Bar.
  • This program has been approved for 8.5 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:

Brown Edwards
Jackson Kelly, PLLC
Cokeley & Associates, PLLC
United Bank Wealth Management
WesBanco Trust & Investment Services
City National Bank Trust & Wealth Management
The Greater Kanawha Valley Foundation
Summit Trust & Wealth Management
Jenkins Fenstermaker, LLC
Truist Wealth

Online Registration

Registration is Closed
Closed: 5/16/2023 5:00 PM

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