Patricia M. Annino, JD, LL.M.

Patricia M. Annino, JD, LL.M.

Partner, Rimon, P.C. Trust and Estates Group

A nationally recognized authority on estate planning and taxation, Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses. Her practice includes all aspects of private client work, including estate planning; will and trust planning; incapacity planning; prenuptial and postnuptial agreements; estate litigation; advising executors, trustees, and beneficiaries and administration of estates and trusts. Annino particularly focuses on planning for family business owners, including coordinating their estate planning, corporate, and succession needs. In addition, she represents non-profit entities and private family foundations. Annino testifies as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at risk. Her testimony has been favorably reviewed by the Massachusetts Probate Courts. A leading voice on estate planning matters, she has been quoted extensively in a wide variety of local and national publications including the Wall Street Journal, Barron’s, Dallas Morning News, Chicago Tribune, MarketWatch, Investors.com, and Women’s Business Journal. She also has acted as the estate planning consultant to the independent investment research provider, Morningstar, and has been interviewed on Bloomberg Television. Annino is the author of “Women and Money: A Practical Guide to Estate Planning” and writes a monthly column for CPA Insider, a newsletter sent to more than 160,000 CPAs and other wealth managers and advisors.

Jeff Chadwick, JD

Jeff Chadwick, JD

Shareholder and Chair, Wealth Preservation Practice Group, Winstead PC

Jeff Chadwick is Chair of the Wealth Preservation Practice Group at Winstead PC with offices in Houston and The Woodlands, Texas. Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital planning. Jeff is a fellow of the American College of Trust and Estate Counsel, Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and recently served as Chair of the Estate & Gift Taxes Committee for the ABA Tax Section.

Christopher R. Hoyt, JD

Christopher R. Hoyt, JD

Professor, University 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 areas of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. 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.

Allen A. Hensley, CLU®, ChFC®, MSFS, AEP

Allen A. Hensley, CLU®, ChFC®, MSFS, AEP

Corporate Vice President, Advanced Agent Development Officer, New York Life

Allen Hensley is the Advanced Agent Development Officer for New York Life where he leads a team working with top financial service professionals and their clients to achieve financial goals and solve planning issues. He conducts national training events and speaks to groups on financial planning issues and strategies. For more than 25 years, Allen has worked with New York Life to protect and grow wealth for clients and their families. Allen is an Accredited Estate Planner, with a Master of Science in Financial Services from The American College and a BA from Western Kentucky University. He has earned the Chartered Life Underwriter®, Chartered Financial Consultant® designations and is a Registered Representative of NYLIFE Distributors LLC, (Member FINRA/SIPC).

Sarah Frances Trampe, MBA

Sarah Frances Trampe, MBA

Corporate Vice President, The Nautilus Group/New York Life

Sarah Frances joined New York Life in 2010 and leads the Practice Management, Marketing, and Meetings team for The Nautilus Group®. Under her direction, the team drives strategic growth and professional development initiatives for agents and advisors across the organization.

The Practice Management program delivers high-impact coaching and consultative support to help agents and advisors succeed at every stage of their careers. With a focus on operational efficiency, strategic business planning, marketing execution, and team development, the program equips professionals with the tools and strategies to build sustainable, scalable, and client-centric practices.

She also leads company-wide marketing initiatives and advisor events and serves as the host of New York Life’s Advisor Symposium—a premier development and networking event designed to drive practice growth and foster connections among industry professionals.

Prior to joining New York Life, Sarah Frances held strategic marketing and communications roles with the National Academies of Science and the U.S. Department of Homeland Security. She holds an MBA in Marketing Management from Johns Hopkins University and a Bachelor of Science in International Trade and Finance from Louisiana State University.

New York Life Advisors

Homepage

2026 Advisor Symposium
Venue Registration

November 4th 2:00-5:00 p.m. Eastern

The Advisor Symposium program allows NYL agents to build their COI networks & their reputations as trusted providers of industry leading knowledge for attorneys, accountants, and other financial service professionals working with high-net-worth/affluent
clients & business owners.

Link to Venue Registration Slideshow Powerpoint

(If slideshow does not open, please check your download folder and view the file from there.)

The following form is used to register a site/venue/location to HOST the 2026 Advisor Symposium.

If you want to ATTEND the Advisor Symposium at a hosted site, please do not complete this form.  Registration to attend the Symposium will begin in September.

The Advisor Symposium is a classroom-style, in person, monitored, continuing education program designed to allow New York Life agents the opportunity to network with attorneys and accountants in their community by inviting them to a hosted site to watch the program together.  Attorneys, accountants, CFPs, and those holding designations with The American College of Financial Services may all receive CE credit for attending the program.  Credit approvals and amounts vary by state and will be announced in advance of the event, as they are received. 

The program is not available for attendees to watch remotely via Zoom.  A replay of the event will be available that can be watched on demand.  No CE credit is offered for watching the replay video. 

Venue registration will close on Friday, August 28, 2026.  Many states have very specific deadlines that must be met well in advance of the program.  If you miss the deadline and wish to request a special exception for late registration, a $250 late fee will be assessed by our 3rd party continuing education facilitator as well as any state-required late filing fees.  

Venue Information

Choose public or private venue. What's the difference?

Public venues are listed on the attendee registration website, and anyone can sign up to attend at a public venue location. (You will be prompted to create an access code that can be used to see who has signed up.)

Private venues will not be listed on the attendee registration website. Private venue hosts will need to manage their own RSVPs. (The access code for private venues will only be necessary if you must make a change to your venue location.)

Please enter your venue name and its exact address below, including the room or suite number. State auditors may visit registered locations to verify the CE event is being properly administered. Once your venue is filed with the state, any location changes—including room or suite number—may require the venue to be canceled and reregistered and may not be permitted after the registration deadline (Friday, August 28th).

What is the full street address of where you’ll be hosting the event?

Host Information

The HOST is the person whose name will appear on the attendee registration site where the guests will select the venue they are signing up for. (Public venues only.)

Course Monitor Information

The COURSE MONITOR is the individual who will be in the room with attendees proctoring attendance, reviewing and signing the continuing education forms, and scanning, copying, and mailing the forms back to the CE administrator.  The course monitor also will receive attendee registration confirmation emails as people sign up to attend at the registered venue.

Training materials will be provided to all registered course monitors prior to the event. Certain states require course monitors to submit a bio demonstrating experience with the subject matter; those individuals will be notified. (Hosts can serve as course monitors, and both hosts and course monitors can earn CE credits as long as another attendee signs their forms.)

Additional Communication Contact(s)

Communications about the Advisor Symposium will occur on a regular basis from the time of venue registration until a few weeks after the event. Please let us know if there should be anyone else other than the host and course monitor at this venue who should be copied on these communications.

Access Code Creation

To access your venue dashboard and view the invited guests who have registered for your venue, please create a six-digit passcode.

BE SURE TO SAVE YOUR VENUE REGISTRATION CONFIRMATION EMAIL TO REFERENCE THIS ACCESS CODE AT A LATER DATE.