2016 Professional Advisor Symposium - Erie


Location

Ambassador Center - Erie, Pa
7794 Peach Street
Erie, PA 16509

Agenda

  • 11:30 am - Registration
  • 11:45 am - Buffet Lunch
  • 12:00 pm - Welcome
  • 12:15 pm - Keynote Address:  Family Governance Is the New Normal in Service to High-Net-Worth Families: What are professionals doing to add this critical discipline to their practices?
    Thomas C. RogersonFamily Wealth Strategist and Senior Managing Director, Wilmington Trust
  • 1:15 pm - Break
  • 1:30 pm - 5:00pm - Educational Sessions offering up to 4.0 credits for CPAs, CFPs, CLUs and CTFAs - see agenda below for more detail.
  • 5:00 pm - Cocktail Hour

Fee: $75


RSVP

Please RSVP no later than October 13, 2016 here.

Questions? Please email Sarah Holland or call at 814-923-4897.