2025 Advisor Symposium

Welcome to the 2025 Advisor Symposium!

We're excited to invite you to the 2025 Advisor Symposium on Wednesday, November 5, from 11:00-2:00 p.m. Pacific.

As advisors, we’re often asked to help clients protect what matters most: their businesses, families, and legacies. This program will focus on critical issues we should be discussing with our business owner clients, like:

• Are their business and estate plans aligned?
• Is their business structure optimized for succession and tax efficiency?
• Do they have a strategy to preserve wealth and ensure continuity?

This year’s program, which you can preview , offers a holistic approach, with sessions highlighting trust planning strategies, advanced tax planning, and real-world applications through a case study that brings it all together.

We have an exceptional lineup of experts this year, including estate planning attorneys Jeff Chadwick and Patricia Annino, law professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley. Throughout the program, they will equip you with practical tools and insights you can use immediately to elevate your client conversations. Continuing education credits are available for both accountants and practicing attorneys.

Seating will be limited, so please RSVP by Friday, October 31st. We look forward to sharing ideas on how we can better serve our clients!

The Advisor Symposium has been filed for the following types of continuing education credit in all 50 states: CPE (accountants), CPE for IRS enrolled agents, CLE (attorneys), CFP (financial planners), and professional recertification credit for The American College designations. Click the link below to check the status of continuing education approval in your state. (Updated weekly.) Check CE Credits

Event Venue & Nearby Stays

3530 Wilshire Blvd 16th floor, 3530 Wilshire Boulevard, Los Angeles, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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