2024 Professional Advisor Symposium - Erie

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Wednesday, Nov. 6, 2024 • 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 on east side, at Hemingway Ballroom.

KEYNOTE SPEAKER: Joseph T. Yun, Ph.D.
Research Professor and AI Architect, University of Pittsburgh
CEO and Co-Founder, bluefoxlabs.ai

Artificial Intelligence and its Impact on the Future of Estate Planning

This presentation will explore the transformative role of AI in estate planning, highlighting how emerging technologies might reshape traditional practices. Dr. Joe will provide an introduction to the stages of AI, tracing its evolution from the past, through the present, and into the future. Learn how AI could impact estate planning, help investigate legal considerations, and offer innovative solutions for managing assets and wealth.

SCHEDULE:

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - Keynote Address: Artificial Intelligence and its Impact on the Future of Estate Planning

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, CTFAs, PA Insurance, PA CLE, OH CLE, and CIMA®/ CPWA®/ CIMC®/ RMA®.

We are also offering this event in Pittsburgh on November 7, 2024.

COST: $100

Registration opens on Monday, September 9, 2024:

Have questions? Contact Marian Martinez at mmartinez@kmgslaw.com.

What People Are Saying

"Knowledgeable speakers spoke in terms easy to understand." - 2023 attendee

"Your symposium continues to be among the best of this type of event that anyone is doing. Keep it up!" - 2023 attendee

"I've been to 4 or 5 of these events now and I'm always impressed." - 2023 attendee

"Your event keeps getting better each year!" - 2023 attendee

"Great event. Good networking opportunities." - 2023 attendee

“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