2024 Advisor Symposium
November 6th from 2-5 pm Eastern
The Advisor Symposium is an advanced level continuing education event specifically designed for practicing attorneys, CPAs, and financial service professionals. The 2024 program features renowned estate planning attorneys Jeff Chadwick and Patricia Annino, law professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley sharing their invaluable insights on flexible estate planning techniques, gifting strategies, family business dynamics, and combining charitable intent with retirement plans