Trends in Insurance Planning During a Pandemic Environment

Date: Wednesday, December 16, 2020
Time: 4:30pm - 5:30pm
Location: Via Zoom
Speaker: Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual

We are pleased to announce that Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual, will be our guest speaker on the topic of “Trends in Insurance Planning During a Pandemic Environment” for our December 16th webinar via Zoom. The program will begin with networking from 4:30pm to 4:45pm, followed by the presentation from 4:45pm to 5:30pm.

More than ever our clients need us to be the logical voice during an uncertain period of time. They seek guidance and a sounding board for their concerns about the now and the future. They have never felt as vulnerable and uncertain of what is to come. Jessica will share firsthand knowledge of the insurance industry through an advisor’s lenses, the changes in assessing health risks, and how technology has played a major role. 

Guest Attendees:

Due to the fact that we’ve had to move to all virtual programming, guests are welcome to attend our webinars at no charge. However, our guest policy remains essentially the same: guest attendance by a professional colleague is limited to two virtual events within a two-year period. Eligible guests and professionals that work or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Robin Sherwood, CFP®, our First Vice President, Membership, at 203.972.8262 or robin@htgadvisors.com.

Please click on the document link below for speaker bio and registration details for members and guests. Note, registration deadline is Monday, December 14th.

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