2022 Professional Advisor Symposium - Erie
Wednesday, Oct. 19, 2022 • 11:30 am to 6:00 pm
Continuing education for accounting, financial and insurance professionals.
7794 Peach St.
Erie, PA 16509
All sessions, including the Keynote, are approved for 1.0 credit hour for the following designations: CPA (PA, NY and OH); CFP; PA INSURANCE; CIMA®, CPWA®, CIMC®, and RMA® (Investments & Wealth Institute®); PA CLE, and OH CLE. We can also provide certificates of completion for anyone pursuing credit for AIF®, AIFA® and PPC® (2 hours/credits max).
The full event is approved for 5.0 total CTFA credits (American Bankers Association).
RSVP: Please RSVP using the link below, by Oct. 10, 2022.
AGENDA DETAILS: Please refer to the document below for the full agenda.
*We are also offering this event in Pittsburgh on October 18, 2022.
What People Are Saying
"Great topics, relevant topics, useful information" - 2021 attendee
"I appreciate the firm conducting the symposium" - 2021 attendee
"Everything was convenient and ran smoothly" - 2021 attendee
"Very informative and organized. Interesting topics that pertain to my profession." - 2019 CPA attendee
"Speakers not only explain topics, but also provide advice on how to handle issues in daily practice." - 2019 attendee
"Very informative - timely and helpful topics covered." - 2019 attendee
"Good variety of topics. Well run. Sessions ran on time." - 2019 attendee "Speakers were very engaging." - 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
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