- Tuesday Jul 28, 2020
- Start Time: 12:00PM
- End Time: 1:00PM
FPA Austin July 28 Webinar Meeting
Tuesday, July 28, 2020
12:00 – 1:00 pm
Topic: The Role Property and Casualty Plays in the Financial Planning Process.
Speakers: Kelly Conway, CIC®, CRM®, and Melissa Fleming CFP®, Fleming & Conway Agency
Helping Financial Advisors understand how Property and Casualty exposures relate to financial planning. We will provide a bird’s eye view of risk and insurance, policy and company selection, and an understanding of the impact of liability claims on your clients and their assets.
Continuing Education: 1 CE pending approval