Professional Advisors Seminar

26th Annual Estate and Tax Planning Professional Seminar
Friday, November 1, 2024

The 26th Annual Estate and Tax Planning Seminar presented by Wells Fargo will be held on Nov. 1, 2024, from 7:30 a.m. to 4:30 p.m. at the Savannah Center in West Chester.

The seminar, which has been hosted by Atrium Medical Center Foundation since 1999, is growing with the collaboration of the three other Premier Health Hospital Foundations. This partnership between the Foundations will allow the event to expand its reach and strengthen community bonds by providing education and networking for professional advisors across the region.

The seminar has evolved into a cornerstone event for attorneys, accountants, financial planners, trust officers, and insurance agents.

Since its inception 26 years ago, the Estate and Tax Planning Seminar has blossomed, drawing more than 400 professionals annually from across the region. Attendees praise the opportunity to access high-quality education while reconnecting with peers.

Event materials and registration will be available in early October.

If you have questions or would like to support the 2024 seminar, please contact us by email at or call (513) 974-5144.