Professional Advisor Symposium Sessions Announced

Posted on October 06, 2016


The detailed agenda has been released for our annual Professional Advisor Symposium.

This year's event will be in Erie on October 27th at the Ambassador Center and in Cranberry Township on November 10th at the Hilton Garden Inn.

Tom Rogerson

This year's keynote speaker is Thomas C. Rogerson, Family Wealth Strategist and Senior Managing Director of Wilmington Trust, and his presentation is "Family Governance Is the New Normal in Service to High-Net-Worth Families." 

He will be live in Erie; attendees at Cranberry Township will view a recording.


The afternoon educational sessions are designed to help professionals identify legal issues in order to better serve their clients. All sessions are approved for 1.0 hour of continuing education for CPAs, CFPs and CLUs in Pennsylvania, New York and Ohio; and (new for this year!) for 1.25 credits for CTFAs (with two exceptions).

All session descriptions can be found in the agenda below.

Registration at both locations begins at 11:30 a.m. A buffet lunch will be served by 11:45 a.m., and the welcome and keynote presentation begin at 12:00 p.m.

To RSVP online, click here. For more information or to be added to our list, please contact Sarah Holland.


For more information, please contact Sarah Holland.