Private Client Advisor
CHARTIS
September 2010 | Back to Main | Contact Us
 

Learn More

To connect with        an independent insurance advisor well-versed in the types of exposures clients like yours face, contact us. 

Continuing education learning opportunities
Fall 2010 semester

The Private Client Group at Chartis offers a range of continuing education courses that help you stay current on property and casualty issues that are relevant to your clients. Our goal is not to make you a personal insurance expert, but to broaden your basic knowledge of the risks that threaten your clients and the assets they've worked so hard to acquire.

All courses are approved for property and casualty continuing education credit. Upon request, courses can be filed for CPE for accountants, CLE for lawyers and CFP for financial planners.

The courses listed below are coming up this fall. For more infomation about attending, e-mail strategicsales.pcg@chartisinsurance.com. Please note: space is limited and we may not be able to meet all requests. We also would be happy to speak with you about hosting an event in your area.

For details on specific courses, please click here to view our catalog.

Course title                                 Date               Location                   
High Net Worth Liability Trends September 27 Atlanta, GA
The Unique Risk Management
Planning Challenges of the Affluent
September 27
Atlanta, GA
The Unique Risk Management
Planning Challenges of the Affluent
September 27
Atlanta, GA
Working with Advisors to the
Affluent Market
September 27
Manchester, NH
Working with Advisors to the
Affluent Market
September 28
Boston, MA
Working with Advisors to the
Affluent Market
September 28
East Greenwich, RI
The Unique Risk Management
Planning Challenges of the Affluent
September 28
Colleyville, TX
Preserving Liquid Assets: Wine
Collection Management
September 29
Richmond, VA
Risk Management for Art and
Other Collectibles
September 29
Richmond, VA
Beauty and Bling: Preserving the
Value of Jewelry Collections
September 30
Santa Ana, CA
High Net Worth Liability Trends October 14 Boston, MA
High Net Worth Liability Trends October 14 Boston, MA
Security Protection for High Profile
and High Net Worth Clients
October 21
Coral Gables, FL
Preserving Art Assets October 26 Redwood City, CA
High Net Worth Liability Trends October 27 Newport Beach, CA
Beauty and Bling: Preserving the
Value of Jewelry Collections
October 29
Seattle, WA
Domestic Servants: The Newest
Loss Exposure
November 17
New York, NY

 

View our Privacy Policy.
Copyright 2010 Chartis Inc. All rights reserved.
Private Client Group, 70 Pine Street, 21st Floor, New York,  NY 10270