Past Events
November 14, 2024 |
Business Valuations
Terry Fyffe |
October 10, 2024 |
The 2024 Presidential Election: How to Watch
Mike Stadjuhar |
September 12, 2024 |
Artificial Intelligence
Josh Brunty |
June 13, 2024 |
Bruce Stout Memorial Update on the Law - 2024
Dave Lunsford |
May 9, 2024 |
Non-Profit Spotlight
Ashley Morrison (One by One Animal Advocates) & Courtney Proctor (Cabell-Wayne Animal Shelter) |
April 11, 2024 |
WVABLE Savings Program
Roxanne E. Clay |
March 14, 2024 |
Estate Planning for Pets
Buck Crews |
February 8, 2024 |
Cybersecurity Basics: The Art of Being Suspicious
Brad & Wendy Goodenough |
January 11, 2024 |
Navigating the Probate Process in West Virginia
Lee Oxley |
December 5, 2023 | Holiday Mixer |
November 9, 2023 |
Hot Topics in Charitable Giving
Kathryn Lamp |
November 8, 2023 |
2023 Advisors Symposium
Robert Keebler, Patricia Annino, Jeff Chadwick & Greg Homgren. |
October 12, 2023 |
Through a Trustee's Eyes: Drafting Errors to Avoid & What's the Fix
Dave Lunsford |
September 7, 2023 |
Top 10 Estate Planning Lessons from Celebrities
Eido Walny |
June 8, 2023 |
Bruce Stout Memorial Update on the Law - 2023
Dave Lunsford |
May 11, 2023 |
Digital Assets
Ryan Mink |
April 13, 2023 |
Estate Planning for Millennials
Haley Johnson |
March 9, 2023 |
Will Contests and Related Estate Litigation
Anna Price, Jenkins Fenstermaker PLLC & J.E. White, Jackson Kelly |
February 9, 2023 |
Senior Living
Jeff Harkins, Woodlands Retirement Community CEO/President |
January 12, 2023 |
Accredited Estate Planner Designation (AEP) Program
Susan Austin-Carney |
December 1, 2022 | Members Holiday Reception |
November 10, 2022 |
“How to Put Your Passion in Your Estate Plan”
Deborah Davis - Jeremiah Tree Foundation, Jessica Hudson - Dress for Success & Ian Jessee – Huntington Symphony Orchestra |
November 9, 2022 |
2022 Advisor Symposium
4 Speakers - See the link |
October 13, 2022 |
Tax Planning & Review of Recent Tax Legislation
Rachel Votto |
September 15, 2022 | Membership Drive |
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