Finance and Estate Planning Seminar

Annual Financial and Estate Planning Seminar
Thursday, May 15, 2014

Attendees will include Bank Trust Officers, CPAs, Attorneys and Insurance Agents

To Exhibit or Sponsor, click here.

Agenda with topic descriptions


Registration will be on the WV Society of CPA’s website –

Approved for the following continuing education credit hours:

  • MCLE – 9.9 (includes 1.80 Ethics)
  • CPE – 9.5 (includes 1.50 Ethics)
  • CE (Insurance) – 9.0
  • IMCA – TBD
  • CTFA – Self-reporting

Sponsored by:

  • WV Bankers Association Committee on Trust Business (304)343-8838
  • West Virginia Society of Certified Public Accountants (304)342-5461
  • West Virginia State Bar (304)553-7220

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8:15 am - 7:30 pm

Edgewood Country Club


If registering for multiple attendees, list all bar id numbers below.

Online registration is not available for this event.