Finance and Estate Planning Seminar 2018

About: Attendees will include Attorneys, Bank Trust Officers, CPAs, Financial Planners and Insurance Agents.

Materials will be provided to attendees on May 14, 2018 via email only. Printed materials will not be provided.

***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: 



Sponsored by:
WV Bankers Association Committee on Trust Business 
West Virginia Society of Certified Public Accountants 
West Virginia State Bar Probate Law Committee

Credit Hours:
CLE for Accountants – Pending
MCLE for Attorneys - Pending


May 17th, 2018 8:15 AM   through   5:00 PM
1600 Edgewood Drive
Edgewood Country Club
Charleston, WV 25302
Seminar Registration Only (DOES NOT INCLUDE RECEPTION/DINNER) $ 225.00

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Finance and Estate Planning Seminar 2018

You can also share the below link in an email or on your website.

Event Registration Refunds and Cancellations:

Event Registration Refunds and Cancellations: Registration fees may be refunded, less $20 for processing, for written cancellations emailed by 5 p.m. up to four business days before the seminar or by phone call made to Kathy Henning 304-553-7225 or Anita Casey 304-553-7228 up to four business days before the seminar. No refunds will be issued within the 72 hours before the event is held. Canceled registrations may not be transferred. You may send a substitute (e.g., someone from your firm) in lieu of canceling.