The Advisor Symposium is a four-hour continuing education event specifically designed for practicing attorneys, CPAs and financial service professionals. This year’s event features attorneys Martin Shenkman and Patricia Annino, CPA Robert Keebler and Corporate Vice President Greg Holmgren.
The Symposium is intended to offer continuing education credit to attendees. State approvals and hours vary.
The Advisor Symposium has been filed for the following types of continuing education credit in all 50 states: ICE, CPE, CPE for IRS enrolled agents, CLE, CFP, and PACE. Ethics credit has also been requested for this year’s program. Approvals vary by state and will be updated on this site on a weekly basis.
Registration for this event has closed.