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CE Webinar: A Financial Planner's Guide to Property and Casualty Insurance
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When: Tuesday, August 11, 2020
8:30 - 9:30 A.M. EDT
Where: Virtual via Zoom Meeting
United States

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Join us for Virtual Morning CE with a webinar focused on property and casualty insurance.

Financial planners need to understand the talking points of property and casualty insurance, the risks and exposures, and its importance as part of their clients' protection needs.  Recognizing and discussing risk with clients and how to address it lays an important foundation for the financial planning process.

What We'll Cover:

  • How to recognize client everyday risks and client exposure in the commercial and individual world;
  • Where to go for help and resources;
  • The importance of developing a risk management and control strategy;
  • Risk and exposures and how to address these issues through transference, self insurance or other strategies;
  • Types of risk in the commercial and individual market;
  • The basics of co-insurance;
  • How valuations are determined;
  • The basics of Umbrella and excess liability policies;
  • Cyber-security and cyber liability;
  • How much coverage is enough and efficient use of protection dollars.


SPEAKER: Scott Heaney, Owner General Agent, The Mill Creek Agency


Scott Heaney is a principle, owner, and managing General Agent of a multi office property and casualty business. With over 30 years in the P&C business, Scott and his staff provide comprehensive insurance services to business and individuals. Scott makes the complex world of business liability, home, and auto understandable and helps procure the proper coverage amounts at reasonable costs. Scott keeps current with today's business, including the current threat of cyber-security for professionals. 




1 CFP® CE credit pending with CFP Board.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.



FPA Members: Free

Non-members: $50



*We are committed to continue providing high quality CE programming without interruption to our FPA of Metro New York members and community. For the foreseeable future, all chapter continuing education meetings, committee meetings, and study group sessions will be held virtually in line with recommendations from the Center For Disease Control (CDC), New York State, and New York City authorities. 




Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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