Refresh Wednesday: NY Life Advisor Symposium

Register Here: https://nyladvisors.com/2026AS/

TCACC Is excited to welcome Rob Theisen of NY Life for the 2026 Advisor Symposium on Wednesday, November 4^th at the Tri-County Area Chamber of Commerce offices — 18 Lightcap Rd Unit 613, Pottstown, PA 19464.

This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley.

The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs.

The 2026 Advisor Symposium provides an excellent opportunity for professionals to earn continuing education credit hours. Tailored specifically for CPAs, attorneys, estate planners, and financial services providers and advisors, the sessions deliver practical insights into advanced planning strategies while supporting professional credential and continuing education requirements.

For detailed information on specific credit approvals and qualifying boards, please refer to the attached continuing education approval list.

Register Here: https://nyladvisors.com/2026AS/

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Refresh Wednesday: NY Life Advisor Sy...

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Date and Time

Wednesday Nov 4, 2026
1:30 AM - 5:00 PM EST

1:30 PM - 5PM

Location

TriCounty Area Chamber of Commerce
Located at the Philadelphia Premium Outlets
18 W. Lightcap Rd., Suite 613, Pottstown PA

Fees/Admission

This event is free to attend.