November 14 2017 - Regional Breakfast Meeting
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11/14/2017
When: Tuesday, November 14, 2017
8:30 AM - 10:00 AM
Where: United States


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For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires on 11/9/17.

 

 



Date: Tuesday, November 14, 2017

Time: 8:30 AM – 10:00 AM

Topic: P&C / Umbrella Insurance

Our Featured Speakers (Click on names for Bios):
Florham Park: Peter Flynn - Frenkel & Company
Hamilton: William Rue, Jr., MBA, CPCU, ARM - Rue Insurance
Paramus: James McCarthy - Frenkel & Company
Red Bank: Robert Leonard - Rue Insurance

Program Description:
This presentation will provide a comprehensive dissection of automobile and property policies as well as umbrella liability coverage. The particular features and benefits for both types of coverage will be reviewed and explained. The rationale behind premiums as well as the types of claims encountered will be discussed as well.

Learning Objective:
Property and Casualty / Umbrella Insurance: - Define and contrast the various liability and property coverages under each policy - Evaluate and assess the applicability of optional riders available on each policy - Understand and articulate the purpose of umbrella coverage in relation to auto and property coverage

Level of Complexity: Overview

Registration Fees:
FPANJ Member – Free
Non-Members - $20

Pre-Registration Deadline: Thursday, November 9, 2017

Credit Information:
Applied for 1 CFP® CE with the CFP Board of Standards.
This meeting also qualifies for 1 Accounting CPE CE.


 

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