2025 Professional Advisor Symposium - Pittsburgh

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Wednesday, Oct. 29, 2025 • 11:30 am to 6:00 pm

Continuing Education for Accounting, Financial and Insurance Professionals

NEW LOCATION: Grand Hall at The Priory Hotel
614 Pressley St, Pittsburgh, PA 15212

SCHEDULE:

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - Keynote: Economic Development in Southwestern Pennsylvania, Rich Fitzgerald, Executive Director, Southwestern Pennsylvania Commission and Former Allegheny County Executive for 12 years (2012-2024)

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 Erie on October 30, 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

"Presenters did a good job of explaining scenarios and using examples to bring the issues to life." - 2024 attendee

"Well done, as always! Thank you!" - 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

"I thought the symposium was great!" - 2017 attendee

"All sessions I attended were excellent." - 2017 attendee