Free Financial Planning Seminar Offered
Gather information and tips at the Fairmont State Foundation, Inc., and WesBanco Trust
and Investment Services financial planning seminar to be held Tuesday, April 25, at
Westchester Village in Fairmont.
Featured speaker, James E. Connell, FAHP, CSA, is a nationally recognized expert
in financial planning. He will present a presentation titled "Practical Estate Planning:
Tips Everyone Should Know for Peace of Mind and Financial Security." Connell is the
founder of the fund-raising and consulting firm James E. Connell and Associates. The
firm provides charitable estate and gift planning services to non-profit organizations
throughout the U.S. and Canada and performs development audits to improve the strategy
to obtain long range endowment growth.
Connell is involved in several professional and civic activities and has published
over 55 articles and several book chapters. His experience as a speaker is evidenced
by his 25-year continuous involvement as an instructor, dean and director for the
Association for Healthcare Philanthropy in Madison, Wis.
"Financial planning can be an overwhelming, time-consuming task for families, especially
for those who are philanthropically inclined. This financial planning seminar allows
people of our community to learn how to provide for their loved ones, increase their
personal wealth and decrease their state and federal tax burdens. Participants will
learn about the various vehicles available for charitable giving and how each vehicle
fits into their individual financial plan," said Aaron Hawkins, Senior Vice President
and Trust Officer, WesBanco Bank Fairmont.
WesBanco realizes the benefits of partnering with Fairmont State Foundation, Inc.,
in order to conduct a seminar that will provide financial planning professionals and
astute donors with sound, personalized advice.
"Fairmont State is an integral part of this community, providing wonderful educational
and cultural opportunities for both young and old. As a result, there is a great desire
by many to make charitable contributions to the institution as a way to say thank
you and keep up the good work. WesBanco hopes to assist donors in maximizing their
personal gifts to Fairmont State with sound financial planning advice and counsel,"
Hawkins said.
The mission of the Fairmont State Foundation, Inc., is to support, through ethical
stewardship, the missions of Fairmont State University and Fairmont State Community
& Technical College. The Foundation will identify, establish and cultivate meaningful
relationships with Fairmont State alumni and potential and existing funding constituencies
to meet contributor needs while securing funds and supporters for priority objectives
identified by the Board of Directors.
Registration and continental breakfast begin at 8 a.m. The seminar is scheduled from
9 to 11:30 a.m. Fairmont State campus tours will follow from 11:30 to 1 p.m. Admission
is free. CLE (1.9) credits are available for financial planning professionals. Those
interested in attending should register by phone before April 18. Seating is limited.
For additional information or to register, call the Fairmont State Foundation, Inc.,
toll free at (866) 372-2586.
