| Richard Groot of Chubb Insurance will be our speaker on September 15 at the monthly lunch program at Sonoma Grille.
Societal trends in technology, globalization and the American legal system are increasing the frequency and financial severity of personal risks. During this session, Mr. Groot will be talking about personal risk management as a critical component of wealth management and financial planning to ensure that a signifcant loss or claim does not erode an individuals's financial position.
Lunch buffet starts at 11:20 AM
Program: NOON
Program ends no later than 1:15 PM
Sonoma Grille
5010 Main Street
Snyder, NY
716.204.0251
This program is free to FPA WNY members and first-time guests. There is a $25 charge for non-members.
In addition to one hour of credit as a CFP Certification Education Program, this program is also eligible for one hour CPA CPE credit and one hour of NYS Insurance Life and Health.
Our thanks to First Trust Portfolios for sponsoring this program.
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