Uncommon Insight: What the Experts Know About Insurance and Legal Entities
We are pleased to announce our new series of live webinars exploring vital issues of Financial Intelligence through the lens of expert industry insiders. Our scheduled webinar will discuss key issues and strategies to manage risk in the face of uncertainty to protect you, your wealth and your family.
Key Topics:
- Identifying and evaluating risks: financial, legal, health, security, employment and reputational risks
- Risk reduction strategies using legal structures and asset titling
- Insurance solutions
Hosts and Moderators:
Gemma Leddy, CPA and Partner-in-Charge, PKF O’Connor Davies Family Office
Bruce A. Desrosiers, CPA and Tax Partner, PKF O’Connor Davies
Featured Speakers:
James Dowling, Managing Director, Altium Wealth
Scott Tasch, Managing Director, Altium Wealth
Micaela Keane, Vice President, USI Insurance Services