2024 Advisor Symposium
November 6th from 2-5 pm Eastern
Watch this (3:31) case study video to hear about the Chang Family and their businesses before attending the 2024 Advisor Symposium, where you will learn how financial service professionals can help families and business owners like the Changs address all their estate planning and business succession objectives.
Download the
Resource Guide
The Advisor Symposium Resource Guide includes the program agenda, speaker bios, copies of the program slides, an outline of the case study discussion points, and other useful information for program attendees. Click the link below to download your copy.
Check CE Credit
Approvals in Your State
The Advisor Symposium has been filed for the following types of continuing education credit in all 50 states: CPE (accountants), CPE for IRS enrolled agents, CLE (attorneys), CFP (financial planners), ICE (insurance), and professional recertification credit for The American College designations. Click the link below to check the status of continuing education approval in your state. (Updated weekly.)