Advisor Symposium
2025 Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss!
Event details:
- Date: Wednesday, November 5, 2025
Time: 10:30 am- 2:30 pm pst
- Location:
The Summit, Bellevue WA
- Continuing education credits: Qualified attendees can earn CE credits for participating in this event.
Why attend?
The Advisor Symposium is a unique opportunity to gain fresh knowledge, connect with like-minded professionals, and discover strategies to immediately transform your client interactions.
Featured presenters:
- Estate attorneys Patricia Annino and Jeff Chadwick, law professor Christopher Hoyt, and NYL advanced development officer Allen Hensley.
Topics include:
- Trust planning for business owners – See actionable strategies tailored to help business owners safeguard and optimize their wealth.
- Bridging the gap between business and estate planning – Learn integrated approaches to ensure seamless coordination of client estate and business plans and take away tips for bridging this gap that you can use right away.
- Income and estate planning for retirement assets – Hear expert guidance on reducing income taxes on Required Minimum Distributions (RMDs) and long-term wealth preservation.
Reserve your spot!