Estate Planning Update 2023 Wednesday, October 25, 2023
8:00 AM - 5:00 PM

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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
Course Number:  10252023-10252023

Estate Planning Seminar for the general audiences. CEU credits will be awarded to those who are in attendance all day.
Register

 

ACCOUNTANTS - ESTATE PLANNING CPE

$15.00
Course Number:  10252023-10252023

This is an Estate Planning seminar for accountants. CPE credits will be awarded for the amount of time you attend during the day.
Register

 

ATTORNEYS - ESTATE PLANNING MCLE 

$15.00
Course Number:  10252023-10252023

Estate Planning Seminar for attorneys. MCLE credits will be awarded for those who attend the entire day.
Register

 

CERTIFIED FINANCIAL PLANNERS (CFP) - ESTATE PLANNING MCLE 

$15.00
Course Number:  10252023-10252023

Estate Planning Seminar for CFPs. Credits will be awarded for those who attend the entire day.
Register

 

Questions?

Contact Debra Campbell

(432) 681-6326
dcampbell@midland.edu

 

 

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
Senior Consultant, Legacy and Charitable Estate Planning
Heaton Smith Group

                                                               

9:10 - 9:30           Break

 

9:30 - 10:30         “LIFE INSURANCE, A STRATEGIC TOOL IN THE TOOLBOX” 

Edmund Perry, JD
Preston Sartelle, CFA
Rockbridge Group

               

10:30 - 11:30       “WORKING WITH RISING GENERATION - WEALTH TRANSFERS AND THE IMPORTANCE OF PREPARATION”

Jackie Davis, Sr. VP
Associate Fiduciary Counsel
Bessemer Trust

 

11:30 - 12:30       Lunch Break

Dr. Damon Kennedy, President, Midland College
Russell Meyers,
President, Permian Basin Behavioral Health Center

               

12:30 - 1:30         “THE POWER TO APPOINT AND DISAPPOINT”

Gene Wolf, JD
Kemp Smith LLP

 

1:30 - 2:30           “BOTCHED: REPAIRING THE DAMAGE WHEN TAX PLANNING GOES WRONG”

Kristin Brown
Davis Stephenson, PLLC

 

2:30 - 3:00           Break

 

3:00 - 4:00            “Managing a Successful Business Transition Strategy”

James Wyss
Andrew Oshman
Mary Frances Cargile
JP Morgan

 

4:00 - 5:00           “Current Issues and Best Practices in Valuation”

Robert J.  Allen, CFA, ABV, CEIVTM
Whitley Penn 

 

Location

Scharbauer Student Center Carrasco Room
3600 N. Garfield
Midland TX

Contact

Workforce Continuing Education
(432) 681-6326
dcampbell@midland.edu

MAP

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