2026 Advisor Symposium

New York Life is hosting its 2026 Advisor Symposium on November 4th, and it's a great opportunity for attorneys, accountants, financial advisors, and other professionals to come together, network, and learn about a variety of topics, including:

Wealth transfer, income tax planning, and family succession

Advanced estate planning

Business succession and buy-sell planning

One of the added benefits is that attendees may also qualify for continuing education credits!

Washington CE Credits:

2.5 CLE credits for attorneys

3.0 CPE credits for accountants, IRS enrolled agents, and tax preparers

3.0 CFP credits for financial professionals

3.0 General credits for qualifying American College designations

Event Details:

Wednesday, November 4, 2026

Networking begins at 10:30 AM

Program: 11:00 AM – 2:00 PM

Location: New York Life Seattle General Office, Summit II – First Floor Conference Room

Lunch will be provided, and parking will be validated for registered attendees.

‍

‍

‍