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The Overlooked Gap in Financial Advice

The wealth management industry is experiencing a period of change and disruption, leaving many financial advisors seeking new ways to protect their clients and offer a great, more thorough service. Successful clients often have inadequate insurance protection for their homes, autos, valuable possessions, and personal liability, leaving their assets at risk. In this session, we will address areas in which the financial advisor can provide additional layers of protection for their clients including: Education on P&C risks and coverage available Proactively identify P&C risks for which clients are inadequately protected Engage with a P&C professional who can provide wide-ranging insurance protection, continuous follow up to ensure protection for major life events.

Continuing Education
This session has been accepted for one (1) hour of continuing education by CFP Board.

7:40 am - Community Building Breakfast
7:55 am - Chapter Meeting
8:00 am - Program Begins
9:00 am - Program Concludes

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


Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota   FL   34236
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Registration Fee