Estate & Financial Planning Summit

Overview

New for 2026 - The WVSCPA will be hosting our own Estate and Financial Planning Summit in the fall:

This event sill be held at The Valley Park Conference Center, in Teays Valley, WV and offers 7.0 CPE Hours and run from 9:00 am to 4:30 pm.

Agenda 

8:45am – 9:00am 

• Welcome and Introductions

9:00am – 10:15am

• Financial Planning Across Generation
• Speaker: Andrea Meadows
• Benefit Plans Services

10:15am – 11:30am 

• Tax and Financial Strategies for Your Clients
• Speaker: John Halterman
• Beacon Wealth Management

11:30am – 12:30pm  

• Recognizing Dementia In your Clients
• Speaker: John Hussell
• Wooten Davis Hussell & Johnson, PLLC

12:30pm – 1:30pm

• Lunch Break
• Insurance Commissioner Update

1:30pm – 2:20pm 

• Employee Ownership: Building Strong Companies
• Speaker: Tim Gibbons
• WV Center for Employee Ownership

2:20pm – 2:30pm 

• Snack Break 

2:30pm – 3:20pm 

• A Look into End-of-Life Care: A View From Hospice
• Speaker: Christopher Rawlings
• Hospice Care of West Virginia

3:30pm – 4:30pm 

• Long-term Care Insurance: What Does Your Client Need?
• Speaker: Lance Axelrod
• Ash Brokeage

CPE: 7 hours

Course Information - Open to All