2023 Professional Advisor Symposium - Erie

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Wednesday, Oct. 18, 2023 • 11:30 am to 6:00 pm

Continuing Education for Accounting, Financial and Insurance Professionals

LOCATION: Ambassador Center 7794 Peach St, Erie, PA 16509

*Enter at Ambassador Main Entrance - west side of building.

KEYNOTE SPEAKER:

Russell W. Mills, Ph.D., Senior Principal and Senior Regional Officer
Federal Reserve Bank of Cleveland-Pittsburgh Branch

SCHEDULE:

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - Keynote Address: A National and Regional Economic Overview

1:30-4:00pm - Breakout Sessions (see detailed agenda below)

4:00pm - 25 Legal Tips in 50 Minutes

5:00pm - Networking Reception

CONTINUING EDUCATION:

All sessions of this event are approved for credit for CPAs (Pennsylvania, New York and Ohio), CFPs, PA INSURANCE, CTFAs, CIMA®/ CPWA®/ CIMC®/ RMA®, and PA CLE. Session #2 is approved for 1.25 credits for CISP and CRSP as well.

We expect full approval for OH CLE as well (we will update this page accordingly).

We are also offering this event in Pittsburgh on October 17, 2023.

COST: $100

Registration is now closed.

Have questions? Contact Sarah at sholland@kmgslaw.com

What People Are Saying

“Strong themes on asset protection with good case studies and case law support” - 2022 attendee

“Good variety of topics that I can recommend for my clients” - 2022 attendee

"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