10/27/2025
We're excited to invite you to the 2025 Advisor Symposium, an exclusive event that we will be hosting that is designed for financial professionals, attorneys, and accountants who work with affluent clients and closely held business owners.
Event details:
Date: Wednesday, November 5, 2025
Time: 2:00–5:00 pm ET
Location: 97-77 Queens Blvd, 10th Floor, Rego Park, NY, 11374
Continuing education credits: Qualified attendees can earn CE credits for participating in this event.
Why attend?
The Advisor Symposium is a unique opportunity to gain fresh knowledge, connect with like-minded professionals, and discover strategies to immediately transform your client interactions.
Featured presenters:
Estate attorneys Patricia Annino and Jeff Chadwick, law professor Christopher Hoyt, and NYL advanced development officer Allen Hensley.
Topics include:
Trust planning for business owners – See actionable strategies tailored to help business owners safeguard and optimize their wealth.
Bridging the gap between business and estate planning – Learn integrated approaches to ensure seamless coordination of client estate and business plans and take away tips for bridging this gap that you can use right away.
Income and estate planning for retirement assets – Hear expert guidance on reducing income taxes on Required Minimum
Distributions (RMDs) and long-term wealth preservation.
Reserve your spot!
Secure your seat by signing up here: https://nyladvisors.com/2025as/ and
selecting Queens GO from the drop-down venue list.
Don’t miss this opportunity to elevate your practice and create more meaningful client impact.
We look forward to seeing you on November 5th!