For the fifth session of West Liberty University’s 2010 Financial Planning Seminar Series titled “Financial Planning in Uncertain Times”, local investment adviser Bernadette M. Smith, Senior Vice President/Investments with the firm of Hazlett, Burt & Watson, Inc. of Wheeling will serve as the featured speaker.
Smith will deliver the seminar ”Crisis of Confidence: How Today’s Market Impacts Your Investments – An Economic Update and Market Outlook” on Thursday, July 22, at 7:00 p.m. at the WLU Highlands Center.
Smith is a Registered Investment Advisor with Security Capital Management, a division of Hazlett, Burt and Watson. Smith joined the firm in 2003 and consistently ranks as one of its top producers, specializing in comprehensive investment and retirement strategies for both individuals and businesses.
Smith additionally serves on the board of the United Way for the Upper Ohio Valley, Inc., and the West Liberty University Foundation, is a member of the Financial Planning Association, and is a Commissioner for the Wheeling Housing Authority.
“Ms. Smith’s presentation is very timely and undoubtedly will serve an integral part of our series,” commented Ron Witt, Director of Planned Giving for West Liberty University.
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…………….. Homeowners Insurance
“The Importance of Insuring Your Property for the Correct Amount”
— Del M. Beard, CPCU
Paull Agency
July 22, 2010
Session V…………. Crisis of Confidence: 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
