Speaker: Kelly Greene
Meeting Description
Attendees will learn about the perils of wildfire, earthquake, mudslide and water damage (highlighting recent examples in California including the Northern CA wildfires and mudslides in Santa Barbara). Attendees will also learn about loss prevention and mitigation techniques to better protect our mutual clients who are exposed to these perils.
Learning objective: Understanding for Catastrophic Risks in California to better advise clients on preparation and loss mitigation.
1.5 hours CFP CE is available for this session pending approval by the CFP Board.
Featured Partner: Mike Sukle, NFP Private Client Insurance Group
Speaker Biography
Kelly Greene is the Pacific Region Risk Consulting Manager for Chubb Personal Risk Services. She leads a team of 18 Risk Consultants who consult with clients during onsite home inspections. Her team documents and values properties in addition to providing individualized loss prevention advice and solutions.
Kelly has over 25 years of experience in the Personal Insurance industry and has developed a strong understanding of the high net worth customer. She also has deep expertise in loss prevention including the perils of wildfire, earthquake and water damage.
Pricing and Registration (Lunch is included)
Register early! Advanced pricing is available through May 7th:
After May 7th:
Online Registration is open through Monday, May 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, May 8th.