Thursday, October 29, 2026
10:00 AM - 11:00 AM
Holiday Inn Martinsburg
306 Foxcroft Avenue
Martinsburg, WV 25401
304-728-2438
Join Potomac Bank Trust and Wealth for an informative discussion featuring experienced professionals in estate planning, financial planning, probate administration, and trust services. Gain valuable insights to help protect your legacy and provide for future generations.
Featured Panelists
- Alison Cox, Esq. | Special Counsel, Bowles Rice
- Will Lorensen | Fiduciary Supervisor, Berkeley County Commission
- Jessica G. Perry, CFP®, CRPC™ | VP / Wealth Advisor, Potomac Bank Trust and Wealth
Please RSVP to Emma Pedraza at [email protected].
register
Check the background of these investment professionals on FINRA’s BrokerCheck.
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