FPA MI Lunch & Learn Grand Rapids

    April 19, 2018
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com
     Directions


    Join us for the April 19th Lunch & Learn when
    Rich Carrico of Carrico Maldegen presents

    Asset Protection as Part of Your Client's Financial Plan
    **This program approved for 1.5 CFP CE's**

    About the Program: What is asset protection and why is it a critical part of the financial planning process. Become familiar with the importance of having a risk review completed for your clients that identifies assets and exposures, so that risks are analyzed and mitigated from impacting their financial plan. Having an individualized plan created that addresses gaps in coverage and other threats, will provide peace of mind by not reducing your clients hard earned assets.

    You Will Learn About:

    • Why insurance planning is critical to the financial planning process;
    • What is asset protection and why is it different from traditional insurance planning;
    • Becoming familiar with the risk review process that identifies assets and risk exposures; and
    • Putting it all together in a client plan that makes recommendations to avoid coverage gaps.

     

    About the Speaker:  Rich Carrico, CIC is a principal and president at Carrico Maldegen Insurance Agency in Northville, Michigan. He is a Certified Insurance Counselor and has been in the business for nearly 30 years. Rich also has served as a panelist for a similar topic at a leading accounting firm. 

    Carrico Maldegen is an independent property-casualty insurance agency. Their firm specializes in asset protection for wealth management and business clients. They assist financial planning firms by offering their asset protection services to help protect their client’s financial plans. 

    Tickets

    $20.00 FPA Member

    $30.00 FPA Non Member