Overmyer Hall Associates will be co-hosting a CE course in conjunction with Chubb Insurance. Aryn Bates, Overmyer Hall Associates’ Personal Lines Specialist, will be conducting the course.
Course Title: A Generation at Risk
Host: Chubb and Overmyer Hall Associates
Date: May 22, 2018
Time: 12:00PM – 1:00PM, arrive at 11:45AM
Lunch will be provided.
Location: 1600 W. Lane Ave Suite 200 Columbus, OH 43221
CE Credit: 1 hour continuing education credit for CFP® designees or CPAs
Who Should Attend: Wealth Managers and Advisors, Estate Planning Professionals, CPAs, Family Office Professionals, Advisors Seeking Information
There are 53 million people born between 1981 and 1992 (aka Generation X). Of these people, nearly 15 million have incomes of more than $100,000 per year. Many of these individuals, however, are not adequately protecting their present and future wealth from mitigatable risks.
This presentation explains advisors’ opportunities to provide emerging wealthy professionals with the counsel, risk management advice and insurance instruction they need to protect their present or future wealth.
The major themes of the course are:
- Demographics of Young Professionals
- The Young Professionals’ Attitude Towards Risk
- Insurance Exposures that Can Lead to Wealth At Risk
- Their Approach to Finances and Financial Planning
- How to Gain their Trust and Business
Please click below to Register for the course. Include in the comments if you will be needing CE credits for this course and if you have any special dietary restrictions.