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Educational Resources

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.

Watch a Replay of the Program

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This site is prepared for the general information and education of professional advisors who work with agents of New York Life Insurance Company. It is not intended for use with the general public. New York Life, its affiliates, agents and employees, may not provide tax, legal, or accounting advice. Everyone should seek the counsel of their own professional advisors prior to taking action in regard to their personal financial situation. SMRU 5034933. Expires 1/3/2025.