2026 Advisor Symposium

New York Life’s 2026 Advisor Symposium: Issues of Interest to Advisors Today

Join us for an afternoon of education, professional connection, and practical discussion at New York Life’s 2026 Advisor Symposium.

Designed specifically for CPAs, accountants, bookkeepers, tax professionals, and estate planning attorneys, this three-hour program will explore several current planning topics that professionals may encounter when working with individuals, families, and business owners.

Topics will include:

• Wealth transfer and income tax planning
• Family and business succession planning
• Advanced estate planning in a changing environment
• Business succession and buy-sell planning
• Practical case-study discussions

In addition to the educational sessions, the symposium provides an opportunity to connect with other professionals in the Phoenix community, exchange ideas, and build relationships across the tax, accounting, and estate planning professions.

Event Details

Wednesday, November 4, 2026
11:30 a.m. – 3:00 p.m. MST
Legacy Foundation Chris-Town YMCA
Phoenix, Arizona

Lunch will be provided.

This event is intended specifically for CPAs, accountants, bookkeepers, tax professionals, and estate planning attorneys. We hope you'll join us for an afternoon of learning and connecting with fellow professionals.

Registration is required:

Register Here