2026 Advisor Symposium

The program features nationally recognized speakers discussing advanced strategies in estate planning, wealth transfer, business succession, and income tax planning. Attendees have the opportunity to earn valuable Continuing Education (CE) credits while gaining insights they can apply in their own practices. For Washington, the current CE approvals include: Attorneys: 2.5 Law & Legal CLE credits (Remote/Virtual) CPAs/Accountants: 3.0 CPE credits in Taxes CFP® Professionals: 3.0 CE credits in Tax Planning IRS Enrolled Agents/Tax Preparers: 3.0 CPE hours

2026 Advisor Symposium

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Date and Time

Wednesday Nov 4, 2026
11:00 AM - 2:00 PM PST

November 4th 11am - 2pm

Location

New York Life Eastern Washington General Office 601 W Riverside Ave Suite 1600 Spokane WA 99201

Fees/Admission

FREE

Contact Information

Eric M Colbert 509-551-3494
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