Estate Planning Update 2023 Wednesday, October 25, 2023
8:00 AM - 5:00 PM
Midland College Foundation and Midland Memorial Foundation host this informative seminar about planned giving. Professional development credit for attorneys, CPAs and Certified Financial Planners (CFPs) will be issued through the Midland College Workforce Continuing Education department. See bottom of page for agenda. Sponsored by Midland Odessa Business and Estate Council (MOBEC). Note: This event is FREE to all MOBEC members. If you are a member of MOBEC, please contact Debra Campbell, (432) 681-6326, dcampbell@midland.edu to register.
ESTATE PLANNING CEU$15.00 Estate Planning Seminar for the general audiences. CEU credits will be awarded to those who are in attendance all day.
ACCOUNTANTS - ESTATE PLANNING CPE$15.00 This is an Estate Planning seminar for accountants. CPE credits will be awarded for the amount of time you attend during the day.
ATTORNEYS - ESTATE PLANNING MCLE$15.00 Estate Planning Seminar for attorneys. MCLE credits will be awarded for those who attend the entire day.
CERTIFIED FINANCIAL PLANNERS (CFP) - ESTATE PLANNING MCLE$15.00 Estate Planning Seminar for CFPs. Credits will be awarded for those who attend the entire day.
Questions?Contact Debra Campbell(432) 681-6326
ESTATE PLANNING SEMINAR AGENDA October 25, 2023 8:00 - 8:10 Welcome: Dr. Damon Kennedy, President, Midland College
8:10 - 9:10 “Noncash Gifts” Phil Purcell, CFRE, MPA/JD
9:10 - 9:30 Break
9:30 - 10:30 “LIFE INSURANCE, A STRATEGIC TOOL IN THE TOOLBOX” Edmund Perry, JD
10:30 - 11:30 “WORKING WITH RISING GENERATION - WEALTH TRANSFERS AND THE IMPORTANCE OF PREPARATION” Jackie Davis, Sr. VP
11:30 - 12:30 Lunch Break Dr. Damon Kennedy, President, Midland College
12:30 - 1:30 “THE POWER TO APPOINT AND DISAPPOINT” Gene Wolf, JD
1:30 - 2:30 “BOTCHED: REPAIRING THE DAMAGE WHEN TAX PLANNING GOES WRONG” Kristin Brown
2:30 - 3:00 Break
3:00 - 4:00 “Managing a Successful Business Transition Strategy” James Wyss
4:00 - 5:00 “Current Issues and Best Practices in Valuation” Robert J. Allen, CFA, ABV, CEIVTM
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