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Hosted by FPA Suncoast Chapter

The Overlooked Gap in Financial Advice


7:45 am - Networking Breakfast
Enjoy a nice breakfast, hot cup of coffee and take an opportunity to meeting other financial planning professionals, like yourself, and make new professional contacts.

8:00 am - Chapter Meeting & Program
Learn from one of our guest speakers on topics that are sure to help you and your business.

10:00 am - Program Concludes

Cost is $30 for FPA members;
$45 for non-members and guests.

Please use one of the reservation options below.

Friday, May 10, 2019
7:45 AM - 9:00 AM

Location

TO BE CONFIRMED
   
 




Sessions


DateCourse Title/DescriptionStart
May 10, 2019 The Overlooked Gap in Financial Advice There is a gap in the advice that most financial advisors are providing today and that gap is around property and casualty insurance. Talking about P&C insurance can help your business and protect your client's financial plan. This session will talk about the research conducted with successful individuals and financial advisors around P&C insurance. It will also review 4 cases studies that walk through how a P&C loss can derail a financial plan. You do not need to be an expert but connecting with an independent agent who can provide P&C advice to your client will help your business and protect your client's financial plan. Learning Objective(s) There is a gap in the advice that most financial advisors are providing today and that gap is around property and casualty insurance. Talking about P&C insurance can help your business and protect your client's financial plan. This session will talk about the research conducted with successful individuals and financial advisors around P&C insurance. It will also review 4 cases studies that walk through how a P&C loss can derail a financial plan. You do not need to be an expert but connecting with an independent agent who can provide P&C advice to your client will help your business and protect your client's financial plan. 8:05 A



Registration Fee
Member
$30.00
 
Non-Member
$45.00