This year's symposium will be held in person and simulcasts will be available at sites throughout the region. The Symposium includes sessions on direct indexing, cryptocurrencies, and estate planning, among other topics.
Type: In Person
Content Focus: Compliance, General Planning, Practice Management
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.