2026 Advisor Symposium

Info: 12:00 - 12:05 pm Sarah Frances Trampe Welcome / Opening remarks
12:05 - 12:35 pm Steve Parrish Wealth Transfer, Income Tax Planning & Family Succession
12:35 - 12:50 pm Steve Parrish and
Allen Hensley Case Study #1 discussion:
Tom and Linda Reynolds
12:50 - 1:00 pm Break
1:00 - 1:30 pm Alan Gassman Advanced Estate Planning in a
Changing Environment
1:30 - 1:50 pm Alan Gassman and
Allen Hensley Case Study #2 discussion:
Robert and Susan Whitman
1:50 - 2:00 pm Break
2:00 - 2:30 pm Kathleen Bilderback Business Succession & Buy-Sell Planning
2:30 - 2:50 pm Kathleen Bilderback
and Allen Hensley Case Study #3 discussion: SentinelPay Analytics
2:50 - 2:55 pm Allen Hensley Wrap up
2:55 - 3:00 pm Sarah Frances Trampe Closing remarks / Adjourn