8:30 am - Registration, Breakfast and Networking
9 -10 am - Presentation - "The Changing Nature of Personal Risk"
Societal trends in technology, globalization and the American legal system are increasing the frequency and financial severity of personal risks. People today are threatened by diverse risks that eluded their forebears. Financial security is jeopardized by identity fraud, children's internet habits and hectic travel schedules. As individuals accumulate wealth, complex risks emerge from the ownership of homes, luxury automobiles, boats, fine art and other valuable possessions.
1 CFP, 1 CLE, 1 CPE and 1 PA insurance credit granted.
10:05 - 10:55 am - Presentation - "The Overlooked Gap in Financial Advice"
1 CFP and 1 PA insurance credit granted.
FSP Members - no cost
EPC, FPA, Naifa Members - $50; Non members and guests - $50
Thank you to Bill Just, Personal Lines Manager, AVP, with Chubb Personal Risk Services, and Jessica DeFelice, CPRIA, Director of Private Client Services with Simpson McCready for presenting and sponsoring this meeting!