11/04/2025
I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.
This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.
It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.
Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss! https://bit.ly/43co3SX