2026 Professional Advisor Symposium - Pittsburgh

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Thursday, Nov. 5, 2026 • 11:30 am to 6:00 pm

Continuing Education for Accounting, Financial and Insurance Professionals

LOCATION: Duquesne Club
325 Sixth Ave, Pittsburgh, PA 15222

SCHEDULE:

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - Keynote

1:30-4:00pm - Breakout Sessions (detailed agenda to follow)

4:00pm - 25 Legal Tips in 50 Minutes

5:00pm - Networking Reception

CONTINUING EDUCATION:

All sessions of this event will be submitted for credit for: CPAs (Pennsylvania, New York and Ohio), CFPs, PA INSURANCE, CTFA, and CIMA®/ CPWA®/ CIMC®/ RMA®. It will also offer CLE in Pennsylvania and Ohio. 

We are also offering this event in Erie on October 22, 2026.

COST: $125

MORE INFORMATION TO FOLLOW - Registration is not yet open.

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

What People Are Saying

“Thorough and practical. Issues that I can address with my clients" - 2025 attendee

"Engaged presenters shared useful information and kept it interesting." - 2025 attendee

Great event! I can’t wait to attend again next year. - 2025 attendee

“[The Yellowstone topic] was a fun way to demonstrate the power of proper estate planning." - 2025 attendee

"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