2021 Advisor Symposium
Attendee Registration Site

Tuesday, November 9, 2021

1:00 – 4:00 PM Eastern | Noon – 3:00 PM Central | 11:00 AM – 2:00 PM Mountain | 10:00 AM – 1:00 PM Pacific

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About the Event

The Advisor Symposium is an advanced level continuing education event specifically designed for practicing attorneys, CPAs and financial service professionals.

This year’s program features attorney Stephan Leimberg, CPA Robert Keebler, and New York Life Corporate Vice President Greg Holmgren.

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Presenters

Robert KeeblerCPA/PFS, MST, AEP® (Distinguished), CGMA

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Greg HolmgrenCLU®, ChFC®

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Stephan R. Leimberg.

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CE Approvals

The Advisor Symposium will be filed for the following types of continuing education credit in all states: ICE (insurance), CPE (accountants), CLE (attorneys), and CFP (financial planners). Some states will not approve certain types of credit related to this program for remote learning. To check the status of credit in your state, click the button below. Approval status will be updated on this site on a regular basis.

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CE Notices

State

Profession

Notice

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Arizona

CLE - attorneys

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 2.67 hours toward your annual CLE requirement for the State Bar of Arizona, including 0.00 hour(s) of professional responsibility.

 

Connecticut

CLE - attorneys

Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of this provider that this activity qualifies for up to 165 minutes toward your annual CLE requirement in Connecticut, including 0.00 hour(s) of ethics/professionalism.

 

Minnesota

ICE - insurance

This educational offering is recognized by the Minnesota Commissioner of Commerce as satisfying 3.00 hours of credit toward continuing insurance education requirements.

 

New Hampshire

CLE - attorneys

NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE Requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may qualify for 160 minutes toward the annual NHMCLE requirement.

 

New York

CLE - attorneys

This course has been approved for 2.50 credits of Areas of Professional Practice. It is appropriate for both newly admitted and experienced attorneys. Those admitted to the New York State bar for 2 years or less are considered newly admitted attorneys.

 

New York

ICE - insurance

Provider approval, course approval and instructor approval forms will be posted on the day of the event.

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Ohio

CLE - attorneys

It is mandatory that attendees of Self-Study Activities complete the evaluation form in order to receive credit.

 

Oklahoma

ICE - insurance

Course Evaluation Procedure: Continuing education course students, who are resident licensees from the State of Oklahoma, have the opportunity to offer comments on any continuing education class via the Oklahoma Insurance Department website.

To offer feedback concerning this course, simply follow this procedure: Access the Oklahoma Insurance Department’s form at https://www.oid.ok.gov/contact-us/ then select “Continuing Education Feedback/Complaint” from the drop-down box to submit your feedback on an education related matter. Please include the CE Provider’s name and course title in your message.

 

South Carolina

ICE - insurance

Please download and read the South Carolina Department of Insurance Continuing Education Reminder Notice.

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Tennessee

CLE - attorneys

“Real time” or “streamed” seminars whether through “conference call” or viewed through a computer or portable video device via the internet (“webcast”), are approved for Distance Learning CLE credit. A maximum of eight (8) hours of Distance Learning credit will be applied to establish an attorney's compliance. A maximum of eight (8) hours of Distance Learning credit can be carried forward to the subsequent compliance year.

 

Virginia

ICE - insurance

Please download and read the Virginia Insurance Continuing Education Introduction Statement.

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Test Your Access to the Zoom Meeting Platform in Advance of the Event

The Advisor Symposium will be delivered on the Zoom platform. The link will be posted to this web page prior to the event. To confirm you have the most current version of Zoom available on the device you will be using to view the program, please click here.

Event Registration

You are registering for the 2021 Advisor Symposium. This year’s event will be entirely virtual. On the day of the event, each attendee will view the program on the Zoom platform. The link to the Zoom program will be posted to this page prior to the event.

While watching the program from your own device and at your own location, you will be required to answer a series of polling questions throughout the event as well as complete specified attendance forms, all of which can be done remotely. Specific forms and instructions for individual states and professions will be posted to this web page prior to the event. Attorneys, accountants, CFPs, and insurance professionals in most states may be awarded continuing education credit upon successful completion of the course requirements.

CE credit will NOT be awarded to attendees viewing the program in a group setting.

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John Bergner, JD

John F. Bergner is a shareholder in the Dallas, Texas office of Winstead PC. Mr. Bergner has been with Winstead for more than 34 years and serves as chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate and business succession planning as well as administration of estates. He earned a B.B.A. and J.D. from Washburn University, and an M.L.T. from Georgetown University Law Center.

Mr. Bergner is active in the American Bar Association, having served as a Council Director, and chair of the Estate and Gift Tax Committee and the Continuing Legal Education Committee of the ABA’s Tax Section. He is a Fellow of the American College of Trust and Estate Counsel, currently serving as a member of the Estate and Gift Tax committee. He has lectured at numerous tax and estate planning seminars and is a visiting adjunct professor at the University of Miami Law School.

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Bob Keebler is a partner with Keebler & Associates, LLP, and a recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Bob frequently represents clients before the National Office of the Internal Revenue Service in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Bob also has been a speaker at national estate planning and tax seminars for more than 20 years, including the AICPA’s Estate Planning, High Income, and Advanced Financial Planning conferences, ABA conferences, NAEPC conferences, The Notre Dame Estate Planning Institute and the Heckerling Estate Planning Institute, and chaired the 2017 AICPA ENGAGE conference.

Greg Holmgren, CLU®, ChFC®

Corporate Vice President, New York Life Insurance Company

Greg Holmgren is the Advanced Agent Development Officer for New York Life. He leads a team that works with top agents, their clients, and their clients’ advisors to enable those clients to achieve their specific financial goals and solve related obstacles. He speaks to groups around the country about financial strategies and key planning issues that impact their lives. With nearly four decades of insurance industry experience, 35 years of which have been in the employ of New York Life, he brings a wealth of applicable knowledge to every situation. Greg holds a Bachelor of Arts degree from Wheaton College in Wheaton, Illinois.

Stephan R. Leimberg

CEO and Publisher, Leimberg Information Services, Inc.
CEO, Leimberg, LeClair, and Lackner

Steve Leimberg is CEO and publisher of Leimberg Information Services, Inc. (LISI), an email and database service providing information and commentary on tax cases, rulings, and legislation for financial services professionals, and CEO of Leimberg, LeClair, and Lackner (L3), an estate and financial planning software company.

Leimberg is the 2020 Recipient of the National Association of Estate Planners and Councils’ Hart Axley Lifetime Service Achievement Award, the 1998 Edward N. Polisher Lecturer of Dickinson School of Law, and the 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award. Steve also was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He is a former editor of Keeping Current, a publication of the Society of Financial Service Professionals, former lecturer-in-law in the Master of Taxation programs at both Villanova and Temple University Schools of Law, and served on the editorial board of The Estate Planning Journal.

Steve has addressed the Washington State Bar Association Estate Planning Seminar, the Heckerling Tax Institute, Notre Dame Law School Tax Institute, ALI-ABA’s Sophisticated Estate Planning Techniques Course, ALI-ABA's Planning for Large Estates Course, NYU Tax Institute, the National Association of Estate Planners and Councils National Conference, the AICPA's National Estate Planning Forum, and Duke University Law School’s Estate Planning Conference.