In an era of increasingly frequent and severe natural disasters, CPA financial planners can play a critical role in helping clients prepare for, withstand, and recover from disruptive events.
This webcast gave CPA financial planners a practical framework for helping clients prepare for and recover from disasters.
Advisers learned how to:
Assess a client’s exposure
Build an actionable readiness plan
Evaluate insurance adequacy across property and casualty, liability, disability, life, and cyber risks
The webcast also covered:
Structuring liquidity for