2011 Financial Planning Seminar Series

“Financial Planning in Uncertain Times”

A community service of West Liberty University

 

  • June 23, 2011

Session I………………“Pipeline Right of Way for Natural Gas and Water…Addressing the Issues”

Craig Sweger, Managing Partner, Appalachian Lease Assurance Services, LLC, Avella, PA

 

In addition, the following professionals will be available at the first session to answer any legal questions and offer financial advice:

 

Mr. Erik Schramm, Attorney at Law

Hanlon, Estadt, McCormick & Schramm, Co., LPA

 

Mr. Paul McKay, Senior Trust Officer

WesBanco Bank, Inc.

 

Location………………College Hall, West Liberty University (Main Campus)

Time………………7:00 p.m.

 

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Note: The following sessions will be held at the WLU Highlands Center

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  • June 30, 2011

Session II……………… “Estate Planning in Uncertain Times”

Charles J. Kaiser, Jr., Attorney at Law, Phillips, Gardill, Kaiser & Altmeyer, PLLC, Wheeling, WV

 

  • July 7, 2011

Session III………………Wealth Preservation, Senior Issues

“A discussion of Medicaid laws pertaining to individuals  entering a nursing home and planning techniques to protect assets including royalty rights from long term care expenses.”

Jeffrey Rokisky, Attorney at Law, Weirton, WV

 

  • July 14, 2011

Session IV………………Financial Planning and Philanthropy

“How Charitable Remainder Trusts, Wealth Replacement Vehicles, Gift Annuities and Life Insurance can be used to enhance income and preserve wealth.”

Charles O’Data, CFRE, West Liberty University, West Liberty, WV

 

  • July 21, 2011

Session V………………“Investing in Uncertain Times”

Russell Dunkin, CFP and Mike Winesburg, McKinley Carter Wealth Services, Wheeling, WV

 

  • July 28, 2011

Session VI………………“Use of Trusts in Financial Planning”

Jerry Schmitt, Executive Vice President, WesBanco Trust & Investment Services, Wheeling, WV

 

  • August 4, 2011

Session VII………………“Creating an Educational Legacy: WV 529 College Savings Plan”

Chris Freeman, Certified Financial Planner, Raymond James Financial Services, Wheeling, WV

 

  • August 11, 2011

Session VIII………………“Buying, Selling, and Leasing Property in Today’s Market Place”

Bob Kennen, Broker, Kennen & Kennen Realtors, Wheeling, WV

 

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All sessions begin at 7:00 p.m. at the West Liberty University Highlands Center, unless otherwise noted and run approximately 60 to 90 minutes in duration.

Each session is free and open to the public.

Reservations are encouraged, but walk-ins are always welcome.

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For more information or to RSVP, please contact:

 

Ron Witt, Jr.

Director, Alumni Association & Planned Giving

West Liberty University

West Liberty, WV 26074

304.336.8079

[email protected]