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Morning Networking & CE: Understanding Disability Insurance and Its Value For Your Clients
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2/20/2019
When: Wednesday, February 20, 2019
8:30 - 10:00 A.M.
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street
New York, New York  10036
United States
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Join us for a light networking breakfast (bagels and coffee will be available) followed by a CFP CE and NYS Insurance CE approved presentation with speakers Daniel Dambroff, a disability specialist, and Tom Wong, Regional Individual and Business Disability Manager at Guardian Insurance Company. 

 

Date: Wednesday, February 20, 2019  

Time: 8:30 AM - 10:00 A.M.

Location: 
New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (between 5th and 6th Avenues)

New York, New York 10036

 

 

Program: Understanding Disability Insurance and Its Value For Your Clients 

 

Join us for a seminar that will enhance your understanding of disability coverage: both how it works, and how to be effective in presenting it to and discussing it with clients. Tom Wong and Daniel Dambroff will lead you through disability income strategies, from basic to advanced, and provide insight into "the other half" of the protection discussion.

 

Speakers:

 

 

Thomas C. K. Wong


Tom is the Northeast Regional Individual and Business Disability Manager for the Guardian Insurance Company.  For almost 20 years, he has provided expert guidance and training to General Agents, Disability Income Supervisors, Field Representatives and Brokers.  
Tom holds the RHU (Registered Health Underwriter) and is State licensed to teach insurance continuing education courses that cover a comprehensive array of individual and business owners offerings and protection.


 

 

 

Daniel Dambroff

 

Dan is the Disability Insurance Specialist for the Wealth Advisory Group, LLC in Manhattan.  Along with a highly experienced team of underwriters and administrators, he works with producers to properly educate and protect clients' most valuable asset: their income.  Dan's passion for ensuring advisers and clients understand disability benefits and "the other half of protection planning" is driven by his childhood life experience.   

  

  

Continuing Education Credits:
Approved for 1 CFP® CE credit with CFP Board.  NYS Insurance CE approved.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

 

Registration Fees:
FPA Member - Free
Non-member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

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New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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