Private Client Advisor
CHARTIS
April 2011 | 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

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 information 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 descriptions of the courses we offer, please click here to view our catalog.

Course title                                 Date               Location                   
The Unique Risk Management Planning Challenges of the Affluent April 27 Newport, CA
Kidnap and Ransom Coverage April 27 Newport, CA
High Net Worth Liability Trends and Serving the Affluent May 10 New York, NY
Trust, Estate and Insurance Planning for Art Collections May 12 Lake Oswego, OR
High Net Worth Liability Trends and Serving the Affluent May 13 Cleveland, OH
The Unique Risk Management Planning Challenges of the Affluent May 18 New York, NY
The Unique Risk Management Planning Challenges of the Affluent May 19 Baltimore, MD
Risk Management for Art and Other Collectibles May 19 Baltimore, MD
Risk Management for High Profile Clients May 25 Hunt Valley, MD
Domestic Servants: Newest Loss Exposure June 8 San Francisco, CA

 

View our Privacy Policy.
Copyright 2011 Chartis Inc. All rights reserved.
Private Client Group, 180 Maiden Lane, 27th Floor, New York,  NY 10038