Wednesday, January 8, 2020 from 7:45 AM to 9:00 AM EST
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Midvale Country Club 
2387 Baird Road
Penfield, NY 14526

Driving Directions 


Diana Barlow 
FPA of Greater Rochester NY 

 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!