2016 Professional Advisor Symposium - Erie
Ambassador Center - Erie, Pa
7794 Peach Street
Erie, PA 16509
- 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. Rogerson, Family 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
Please RSVP no later than October 13, 2016 here.
Questions? Please email Sarah Holland or call at 814-923-4897.