AICPA ENGAGE 2018

PFP1819 - Liability Insurance for the Advisor

Jun 11, 2018 4:35pm ‐ Jun 11, 2018 5:25pm

Standard: $49.00

Description

This session will provide best Practices as it pertains to insurance and protecting your financial advisory firm.

Learning Objectives:

• Not all insurance is the same

• Coordinating internal controls with your insurance policy

Speaker(s):

  • Andy Fotopulos, President, Starkweather & Shepley Insurance Corp. of MA
Tags: PFP

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
* - Indicates answer is required.
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content