Speaker: Kelly Conway, CIC, CRM Agency Owner, The Conway Insurance Agency
Description: P&C insurance, often overlooked in financial planning, is an integral tool for managing a client’s risk. As an advisor, your clients are trusting you to help grow and protect their assets. This course will help you understand and recognize common mistakes and hidden exposures. The goal is to make you comfortable having the right conversations with your clients when it comes to their property and casualty insurance.
1 CFP CE approved
Questions: Contact Sarah at admin@austinfpa.org.
Topic
Risk Management & Insurance Planning