2019 Professional Advisor Symposium - Pittsburgh

Tuesday, Oct. 15 • 11:30 am to 6:00 pm

11:30 a.m. Registration

11:45 a.m. Buffet Lunch

12:00 p.m. Welcome

12:15 p.m. Keynote Address: TBC

1:15 - 1:30 p.m. Break

1:30 - 5:00 p.m. Breakout Sessions: Details to Follow

5:00 - 6:00 p.m. Cocktail Hour


Oct. 15th in Pittsburgh: Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA 15222

Also Oct. 22nd in Erie: Ambassador Center - Hemingway Ballroom 7794 Peach St., Erie, PA 16509

Continuing Education

These seminars are designed to help professionals identify legal issues in order to better serve their clients. Each session will be submitted for CPA, CFP and PA Insurance credit, as well as for CRSP and CTFA.



Detailed agenda and RSVP information to follow.

Please contact Sarah Holland with any questions.

What People Are Saying

"Timely, informative topics; well run." - 2018 attendee
"Speakers were very engaging." - 2018 attendee
"The information was practical and relevant to my occupation." - 2018 attendee
"I thought the symposium was great!" - 2017 attendee
"All sessions I attended were excellent." - 2017 attendee
"Relevant information that we can use in our day-to-day business." - 2016 attendee
"Relevant topics - different issues than most CPE courses offer." - 2016 attendee
"Knowledgeable speakers, excellent symposium, practical concepts and ideas." - 2015 attendee