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 John McManus and Jeff Chadwick, along with New York Life Corporate Vice Presidents Matt Pate and Greg Holmgren.
The Symposium is intended to offer ICE, CLE and CPE 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. Approvals vary by state and will be updated on this site on a weekly basis.