2025 Professional Advisor Symposium - Erie

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Thursday, Oct. 30, 2025 • 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.

SCHEDULE: 

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - Keynote: Economic Development Panel

1:30-4:00pm - Breakout Sessions (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 one (1) credit for CPAs (Pennsylvania, New York and Ohio), CFPs, PA INSURANCE, and CIMA®/ CPWA®/ CIMC®/ RMA®. The full event is approved for four (4) Pennsylvania and Ohio CLE credits, and five (5) CTFA credits. The Required Minimum Distributions session is also approved for 1.25 credits for CISP and CRSP designations, as well as a Taxes & Regulations credit from the Investments & Wealth Institute. 

We are also offering this event in Pittsburgh on October 29, 2025.

COST: $100

Have questions? Contact Sarah Holland at sholland@kmgslaw.com.

What People Are Saying

"I believe that your meetings are some of the best I have attended. First class as always." - 2024 attendee

"The event ran smoothly, thank you for hosting! I look forward to next year." - 2024 attendee

"I find comfort knowing that I can refer out to professionals like yourself [at Knox Law] to help take care of my clients that may be going through these issues." - 2024 attendee

"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