West Liberty University is serving as host to a Financial Planning Seminar Series titled “Financial Planning in Uncertain Times” on Thursdays through August 5th, 2010 at WLU’s Highlands Center.
Thursday, July 8, at 7:00 p.m. the series welcomes, Attorney at Law, Jeffrey Rokisky from Weirton. Attorney Rokisky will discuss “Medicaid laws pertaining to individuals entering a nursing home, as well as planning techniques to protect assets from long term care expenses.”
A graduate of West Virginia University with a degree in accounting and a law degree from WVU, Jeffrey Rokisky is the senior attorney of Rokisky and Associates. He has offices in Weirton, Wheeling, Morgantown, Clarksburg, Elkins and Robinson Township in Pennsylvania. For the past twenty years his practice has focused on Elder Law, Medicaid Planning, estate planning and trusts.
A frequent seminar speaker, Attorney Rokisky authors a monthly column of elder law advice carried in “Boomers and Beyond,” a section for seniors published in the Intelligencer. He also hosts the television show “Senior Living Today.”
Mr. Rokisky has a Masters Degree in Tax and Estate Planning from the University of San Diego School of Law. He is a member of the National Academy of Elder Law Attorneys, as well as the bar associations of West Virginia, Pennsylvania, Ohio and California.
“Attorney Rokisky brings a special presentation to the series. Elder Law has become a real specialty today and we are looking forward to his informative presentation,” said Ron Witt, Director of Planned Giving at West Liberty University.
All sessions are available free of charge as part of the university’s commitment to the community and open to the general public. For further information or to register for a session, please contact Director of Planned Giving Ron Witt: [email protected] 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
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
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 Life Insurance
“The Importance of Insuring Your Property for the Correct Amount.”
Del M. Beard, CPCU
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
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