This free presentation is given by Paul Gebhard, a member of Free Speakers Phoenix.
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We will discuss the importance of an evolving asset portfolio protection plan. As laws change it’s important to make sure your protection is keeping up with your needs. Learn how to understand the relationship with your insurance company, and whether or not they are keeping up with your needs.
Other questions Paul will discuss: How much protection is enough? When do I need an Umbrella? How does my insurance compliment my investment plans & tax strategies. After our forum you will have the tools you need to protect the time you’ve invested.
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Phoenix and virtual presentations nationwide.
Free Speakers Phoenix is a pro bono speakers bureau. Since 2017, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Phoenix area. Learn more about how it works.
