For the fourth session of West Liberty University’s 2010 Financial Planning Seminar Series titled “Financial Planning in Uncertain Times”, insurance executive Del M. Beard with the Paull Agency in Wheeling will deliver the seminar Homeowners Insurance – Insuring Your Property for the Correct Amount Thursday, July 15, at 7:00 p.m.
Beard obtained his Chartered Property Casualty Underwriter (CPCU) designation in 1995 and has worked with United States Fidelity and Casualty Guaranty Company (USF&G) as a commercial property and casualty underwriter servicing many agencies throughout West Virginia. Beard additionally worked as an account executive for Acordia Insurance in Parkersburg for twelve years.
An experienced seminar speaker, Beard is an instructor for many insurance schools and has conducted educational courses on insurance and other financial related matters in 36 states.
“We are fortunate to have a nationally known insurance executive like Del Beard as part of our financial planning series,” commented Ron Witt, Director of Planned Giving at West Liberty University. “His talks have been known to be very informative and interesting.”
The Financial Planning Series will continue each Thursday through August 5th at WLU’s Highlands Center and is open to the general public and are free of charge. For further information or to register for a session, please contact Director of Planned Giving Ron Witt: giving@westliberty.edu or (304) 336-8079. Registration may also be completed at the seminar.
West Liberty University Financial Planning Seminar Series
“Financial Planning in Uncertain Times”
A community service of West Liberty University:
Understanding estate planning, investments and insurance
Series Schedule:
Evening Sessions: 7 PM to 8:15 PM (includes mid-session break)
June 17, 2010
Session I……………… Use of Trusts in Financial Planning
— David Underwood, Janet Sargent and Dwight Pittenger
United Bank
June 24, 2010
Session II…………….. Medical and Durable Powers of Attorney, Wills, Trusts, Probate
and Estate Administration
— Sue Seibert Farnsworth, Attorney
Attorney at Law, Spilman, Thomas & Battle, PLLC
July 8, 2010
Session III………………Wealth Preservation, Senior Issues
“A discussion of Medicaid laws pertaining to individual entering a nursing home and planning techniques to protect assets from long term care expenses.
— Jeffrey Rokisky
Attorney at Law
July 15, 2010
Session IV…………….. The Importance of Homeowners Insurance
“The Importance of Insuring Your Property for the Correct Amount.”
Del M. Beard, CPCU
Paull Agency
July 22, 2010
Session V…………….. How Today’s Market Impacts Your Investments
— Bernadette M, Smith,
Senior Vice President, Hazlett, Burt & Watson
July 29, 2010
Session VI ………….. Understanding Mineral Rights, Coal, Gas and Oil
“How to understand mineral leases and how to evaluate mineral values.”
Tim Greene, Engineer, National Association of Royalty Owners
August 5, 2010
Session VII……………. Income Retention and Philanthropy
“How Charitable Reminder Trusts, Gift Annuities and Life Insurance can be used to enhance income and preserve wealth.
— Charles O’Data,
CFRE, West Liberty University
