West Liberty University will host a Financial Planning Seminar Series titled “Financial Planning in Uncertain Times” over a period that includes seven Thursdays in June, July and August at WLU’s Highlands Center.
The program will be provided over eight weeks, starting Thursday, June 17th running through August 5th, 2010, with no session on July 1st (due to holiday weekend).
The widely ranging sessions will include education in areas including: Use of Trusts in Financial Planning, Estate Planning, Wealth Preservation, Insurance Issues, How Today’s Market Impacts Your Investments, Income Retention and Philanthropy, and Understanding Mineral Rights: Coal, Gas and Oil. (Schedule Listing Below)
“There is an obvious need for financial planning education to be available to the general public”, said West Liberty University Executive Director of Development Jason Koegler. “We are more than pleased to work in conjunction with the West Liberty University Highlands Center to provide this Financial Planning Seminar Series as a community service.”
Each session will run from 7:00 p.m. – 8:15 p.m. All sessions are available free of charge and open to the general public. 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 Life Insurance
“The Importance of Insuring Your Property for the Correct Amount.”
— Lee Paull III,
President and Founder, 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
— Robert Polander,
Mineral Rights Consultant
— Matt Padden,
Owner, Padden Financial Services
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
