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Participants will gain understanding of who the types of insurance carriers for Home & Auto are that understand high net worth clients and which ones don't. Participants will gain understanding of why their clients should be insured properly, what are some high net worth exposures and coverages to protect those exposures, red flags of potential inappropriate insurance and real life examples of the impact of not having proper coverage to protect their client’s financial plan.
Learning Objectives:
Tuesday, February 14, 2017, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:30am - 7:55am - Registration, Breakfast & Networking
7:55am - 8:15am - FPA Business/featured Sponsor
8:15am - 9:15am - Program (complete attendance for CE credits is required)
9:15am - 9:30am - After-program Q &A/Networking
1st Quarter Parking Pass 2017 (be sure to click on the pass and print to bring to meeting) This pass may be used for meetings at the Fawcett Center for the 1st quarter of 2017, so you may print it and use it through the March meeting.
Members - $25, Non-members/Guests - $50, Student Non-members - $25
Student Nonmembers may attend up to 2 programs for free, after that the cost is $25.
Student Members - No charge!
Season Pass Holders - No charge!
First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
We are approved for 1 hour of CFP CE credit and have applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on February 9, we cannot guarantee availability after that date. Cancellations accepted up until NOON on February 9, after that no refunds or credits will be given.