The annual adviser symposium contains a panel of trust and estate attorneys, wealth preservation practice leaders, professors from law schools, and security and personal finance professionals.
This event allows for licensed professionals (listed below) to satisfy their continuing education credits to satisfy their annual license holding requirements from the state and federal governments. Please note that it is not limited to these professionals!
CLE (attorneys)
CPE (accountants)
CPE for IRS enrolled agents
CFP (financial planners)
Professional recertification credit/PACE (The American College designations)
