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VERSION:2.0
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UID:231957km
DTSTAMP:20260920T095008Z
DTSTART:20261028T130000Z
DTEND:20261028T203000Z
SUMMARY: Estate & Financial Planning Summit
DESCRIPTION: New for 2026 - The WVSCPA will be hosting our own Estate and Financial Planning Summit in the fall: \n  \nThis 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. \n  \nAgenda  \n  \n8:45am – 9:00am \n  \n\nWelcome and Introductions\n9:00am – 10:15am\n  \n\nFinancial Planning Across Generation \nSpeaker: Andrea Meadows \nBenefit Plans Services \n10:15am – 11:30am \n  \n\nTax and Financial Strategies for Your Clients \nSpeaker: John Halterman \nBeacon Wealth Management\n11:30am – 12:30pm  \n  \n\nRecognizing Dementia In your Clients\nSpeaker: John Hussell \nWooten Davis Hussell &amp\; Johnson\, PLLC \n12:30pm – 1:30pm\n  \n\nLunch Break \nInsurance Commissioner Update \n1:30pm – 2:20pm \n  \n\nEmployee Ownership: Building Strong Companies\nSpeaker: Tim Gibbons\nWV Center for Employee Ownership\n2:20pm – 2:30pm \n  \n\nSnack Break \n2:30pm – 3:20pm \n  \n\nA Look into End-of-Life Care: A View From Hospice\nSpeaker: Christopher Rawlings\nHospice Care of West Virginia \n3:30pm – 4:30pm \n  \n\nLong-term Care Insurance: What Does Your Client Need?\nSpeaker: Lance Axelrod\nAsh Brokeage\nCPE: 7 hours \n  \nCourse Information - Open to All\n  
CLASS:PUBLIC
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