Description

The Advisor Symposium is an advanced level continuing education event specifically designed for practicing attorneys, CPAs, and financial service professionals. This year’s program features attorneys Patricia Annino and Jeff Chadwick, CPA Robert Keebler, and New York Life 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.

For more information and to register, click here.