Posted on October 17, 2019
The Knox Law Institute hosted 27 professionals at our Professional Advisor Symposium in Pittsburgh on Tuesday, October 15, 2019.
Held at the Duquesne Club, the Symposium offered continuing education for several financial professionals as well as lunch and cocktails. Attendees included CFPs, CPAs, CTFAs, insurance professionals, and trust officers.
Dr. Greg Filbeck, Dean of the Black School of Business at Penn State Behrend, served as our keynote speaker, addressing "How cognitive and emotional biases affect decision making by individuals and professionals." Knox Law attorneys then followed with topics including estate administration, business succession planning, powers of attorney, trust income tax planning, cannabis products and medical marijuana, and more.
Our Erie Symposium will follow on October 22, 2019 at the Ambassador Conference Center.
For more information, please contact Sarah Holland.