Events for professional advisors.

Advisor webinar series.
  • Professional Advisor Webinars are intended to include 1.0 hour CPE with pre-registration.

  • January 20, 2016
    3:00 – 4:00 pm Eastern

    Donald O. Jansen, JD, LL.M.
    University of Texas

  • April 20, 2016
    3:00 – 4:00 pm Eastern

    Bryan Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®
    Charitable Solutions, LLC

  • July 20, 2016
    3:00 – 4:00 pm Eastern

    Presenter TBA

  • October 19, 2016
    3:00 – 4:00 pm Eastern

    Gary Post, JD
    The Blum Firm, PC

Advisor events.
  • Feldman Forum and Advisor Symposium are intended to offer CE, CLE and CPE with preregistration (states and hours vary).

  • 2016 Feldman Forum
    April 28, 2016
    1:00 – 5:00 pm Eastern

    The Feldman Forum is a four-hour continuing education event, featuring top professionals from various areas of the legal and financial industry.

  • 2016 Advisor Symposium
    November 10, 2016
    1:00 – 5:00 pm Eastern

    The Advisor Symposium is a four-hour, continuing education event specifically designed for practicing attorneys, CPAs, and financial service professionals.

    For webinar registration information and links to replays, please visit:

    These presentations are for informational purpose only. Please note that New York Life Insurance Company, its agents and employees do not provide tax, legal or accounting advice. Any remarks or presentations by third parties not affiliated with New York Life represent the opinions and views of only those individuals and do not necessarily reflect the opinions or views of New York Life or its affiliates. Donald Jansen, Gary Post, Bryan Clontz, The University of Texas, The Blum Firm, PC, and Charitable Solutions, LLC, are not associated with New York Life Insurance Company or its affiliates. New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The Nautilus Group® is a service of New York Life Insurance Company. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors via its website. For more information regarding registration, refund, complaint and program cancellation, please contact New York Life Insurance Company’s home office representative at 972-720-6704. 1672595 11.10.16