2022 Advisor Symposium
Attendee Registration

Wednesday, November 9, 2022

1:00 – 4:30 pm Eastern
Noon – 3:30 pm Central
11:00 am – 2:30 pm Mountain
10:00 am – 1:30 pm Pacific

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 Professor Christopher Hoyt, CPA Robert Keebler, New York Life Corporate Vice President Greg Holmgren, and The Nautilus Group Corporate Vice President Matt Pate.

Agenda

Moderator: Heather Davis Smith, JD, CLU®, ChFC®, CAP®

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
2:20-2:35 pm Break
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
3:25-3:40 pm Break
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
4:30 pm Adjourn

Presenters

Greg HolmgrenCLU®, ChFC®

Read Bio

Christopher Hoyt JD

Read Bio

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

Read Bio

R. Matthew PateJD, LL.M

Read Bio

CE Approvals

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.

Check CE Credit Status in Your State

Event Registration

Your Information

First Name* (as it appears on your professional license(s))

Middle Name (if applicable)

Last Name* (as it appears on your professional license(s))

Company/Firm:*

Email Address:*

Verify Email Address:*

Phone Number:*

I am (select all that apply):*

Venue Information

Venue State:*

Select a City:*

Select a State

Select a Venue:*

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

Partner, Keebler & Associates, LLP

Robert Keebler is 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 more than 100 articles and columns and the editor, author, or coauthor of many books and treatises on wealth transfer and taxation. Mr. Keebler 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.

Greg Holmgren, CLU®, ChFC®

Corporate Vice President, New York Life Insurance Co.

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.

Christopher R. Hoyt, JD

Professor of Law, Univ. of Missouri (Kansas City) School of Law

Christopher R. Hoyt, JD, is a Professor of Law at the University of Missouri Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations. He received an undergraduate degree in economics from Northwestern University and dual law and accounting degrees from the University of Wisconsin. Professor Hoyt has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a “Best Lawyer,” and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times, and The Washington Post.

R. Matthew Pate, JD, LL.M.

Corporate Vice President, The Nautilus Group®

Matt leads a team that provides in depth analysis of legal and tax developments relevant to client planning for a select group of New York Life’s top financial professionals to support the complex planning needs of their high net worth clients.  He has extensive experience in sophisticated estate planning, business succession, closely held businesses, life insurance, asset protection, and charitable planning techniques. Matt facilitates agent and advisor communication with clients through objective-centric and data-driven customized planning analyses and develops sophisticated financial and tax models to evaluate the efficacy of various planning strategies.  He received his Master’s in Law in Taxation from SMU’s Dedman School of Law, his Juris Doctorate from the University of Texas School of Law, where he served as Executive Editor of the Texas Review of Law and Politics, and his undergraduate degree from Georgetown University, majoring in accounting, finance, and international business.