2023 Advisor Symposium
The Advisor Symposium is an advanced level continuing education event specifically designed for practicing attorneys, CPAs, and financial service professionals. The 2023 program featured attorneys Patricia Annino and Jeff Chadwick, CPA Robert Keebler, and NYL Corporate Vice President Greg Holmgren on the topics of buy-sell planning, employee retention strategies, and using life insurance inside irrevocable trusts to help business owners and their families protect assets and preserve wealth.