Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Program Description:
We will host a panel discussion on the lessons we should take away, from a risk mitigation perspective, from the recent North bay fires. We are lucky to have two leaders in the insurance industry on our panel; one specializing in insurance for high net worth individuals and an advocate for policy holders. We hope to take away ideas on how to address and protect against risk through better insurance practices.
Speakers Bios:
Amy Bach, Attorney and Executive Director, United Policy Holders
Amy Bach has been a professional advocate for insurance policyholders since 1984 and an attorney since 1989. She co-founded United Policyholders in 1991 and serves as the organization's Executive Director and primary spokesperson; shaping and overseeing the Roadmap to Recovery™, Roadmap to Preparedness, and Advocacy and Action programs. She is a nationally recognized expert on insurance claim and legal matters; frequently interviewed in print and broadcast media, and the author of numerous publications including "The Disaster Recovery Handbook", "WISE UP: The Savvy Consumer's Guide to Buying Insurance" and consumer tips and guides in the UP Claim Help Library. Recognized by Money Magazine as a Money Hero, Bach is in her eighth consecutive term as an official consumer representative to the National Association of Insurance Commissioners, and is a member of the Federal Advisory Committee on Insurance.
Brian Trouette Insurance Specialist for High Net Worth Clients, Trouette Insurance Agency, LLC
Brian founded Trouette Insurance Agency in 1998 with a mission of providing a disciplined, analytical approach to insurance for high-net-worth individuals and families. He works collaboratively with financial advisors, CPAs and attorneys to protect clients—and their wealth.
Meeting Agenda:
8:15 am - 8:30 am - Chapter & Sponsor Announcements
8:30 am - 9:45 am - Speaker Presentations and Q & A
10:00 am - Program Closes
*This topic has been approved by the CFP Board for 1.5 hours of CE credit.