Save the Date: 2025 Advisor Symposium
New York Life’s 2025 Advisor Symposium will be held on Wednesday, November 5th. Featured presenters include attorneys Patricia Annino and Jeff Chadwick, Law Professor Christopher Hoyt, and NYL’s Corporate Vice President Allen Hensley. This onsite event will be hosted at more than 100 venues across the nation and will offer continuing education for attorneys, accountants and insurance professionals in most states. Registration will open in September.
2024 Advisor Symposium
New York Life’s 2024 Advisor Symposium was held on November 6th. Featured presenters included attorneys Patricia Annino and Jeff Chadwick, Law Professor Christopher Hoyt, and NYL’s Corporate Vice President Allen Hensley. Topics covered: maximizing wealth transfers through strategic estate planning and gifting solutions amidst impending tax changes; mastering family business dynamics with valuations, agreements, and strategic decisions; and maximizing tax savings with retirement distributions and charitable giving.
Watch the Replay Download the Resource Guide
SMRU 6966294 (exp. 12.31.2025)