Personal Insurance—A deeper dive into affluent asset protection

Date/Time
Date(s) - Thursday, October 3, 2019
11:45 am - 1:00 pm

Location
Overmyer Hall Associates Offices

Categories


Course is approved for one hour of CE credit toward the CFP, CLE and CPE Designations, and will be taught by Overmyer Hall Associates’ Personal Lines Specialist, Aryn Bates.

Personal Insurance—a deeper dive into affluent asset protection

• Discuss varying liability exposures clients may face in regards to their personal property and casualty exposures
• Discuss unusual assets—vacant land and property, art work, and other collections
• Trusts and LLC’s and their insurance impact
• Claims examples

11:45 Registration

12:00 – 1:00 Course

Lunch will be provided.

We’re located in the 1600 W Lane Building above Hudson 29. Enter from garage or side of building (parking in garage is free). Choose floor 2R when you enter the elevator.

When registering, please note in the comments section if you have any dietary restrictions or preferences.

Space is limited, however we will be hosting additional courses in the future. Contact Aryn Bates if you would like to be put on a waiting list for future courses.

Bookings