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 Professor Christopher Hoyt, CPA Robert Keebler, New York Life Corporate Vice President Greg Holmgren, and The Nautilus Group Corporate Vice President Matt Pate.
|Program Times (EST)||Presenter||Title|
|1:00-1:30 pm||Greg Holmgren||Fiduciary Responsibility for Existing Policies|
|1:30-1:55 pm||Robert Keebler||The SECURE Act Regulations|
|1:55-2:20 pm||Christopher Hoyt||Planning for Inherited Retirement Accounts|
|2:35-3:00 pm||Robert Keebler||Clawback: Planning for the “Double Exemption” Sunset|
|3:00-3:25 pm||Matt Pate||Unlocking the Mysteries of Split-Dollar Life Insurance Planning|
|3:40-4:05 pm||Christopher Hoyt||Using Tax-Exempt CRTs to “Stretch” an Inherited IRA|
|4:05-4:30 pm||Greg Holmgren||Using Life Insurance to Accomplish Estate Objectives|
The Advisor Symposium will be filed for the following types of continuing education credit in all 50 states: ICE (insurance), CPE (accountants), CPE for IRS enrolled agents, CLE (attorneys), CFP (financial planners) and professional recertification credit for The American College designations. Approvals vary by state and will be updated on this site on a regular basis.