Please join us on Wednesday, January 8th for a joint program between FPA & SFSP at Midvale Country Club. Registration opens at 7:40am with a buffet breakfast. Class begins promptly at 8am-9am.
Property & Casualty coverage for Financial Advisors/Planners
presented by Jeff Rice CPCU, ARE
President & CEO - Wayne Cooperative Insurance Company
Financial advisors are keenly aware of the risk’s clients face when it comes to such hardships as premature death, unforeseen disability or a long-term care stay. During this program we will review some of the risks that clients don’t understand and their advisors all to often overlook. A keen eye to these coverages can go a long way to protecting your clients. Advisors will learn the key points of Homeowners, Automobile & Umbrella policies so they can have a constructive conversation with clients and help to ensure that their clients are properly covered in all aspects of insurance and financial services.
Thank you to our program sponsor
This program is in the process of approval for 1 CE NYS credit and 1 CFP credit.
Register Now! Registration closes on January 6, 2020. Click above to sign up today!