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UID:362166imp
DTSTAMP:20260423T033835Z
DTSTART:20261028T173000Z
DTEND:20261028T183000Z
SUMMARY: Financial Planning: Auto & Homeowners Insurance
DESCRIPTION: While many financial services professionals advise their clients on tax\, investment\, and life insurance issues\, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course\, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions\, explore basic coverages\, and offer some guidance on what practitioners should cover with their clients in this area\, so you can offer guidance and give them the peace of mind they need.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings\n 
CLASS:PUBLIC
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