Have you ever wondered how vulnerable you might be financially if a major accident were to occur? Do you have enough insurance coverage? Are you doing everything you can to protect yourself from potential threats to your savings and retirement due to an unforeseen disaster or accident?

When speaking with several of our clients, we have found that most of them can tell us, to the penny, exactly how much they pay for their car, home and umbrella insurance policies. However, they can’t tell us what their current coverage limits are on those policies. It is a common mistake that people make and, after an accident, often find themselves underinsured. This can potentially hurt their savings and retirement if an accident were to occur.

Insurance specialist, Steve Shemwell, is part of our Professional Team that brainstorms recommendations for our clients. Steve has offered to hold a special event for us on Thursday, June 22nd Steve specializes in Property and Casualty Insurance, and we are thrilled to have him share his expertise in this area. At this event, he will be discussing ways to avoid common mistakes, tips to help protect yourself in case of an accident, and ways to save money on your insurance. This event will be very beneficial and educational and we are so excited that Steve has agreed to speak to our clients.

Please join us for this excellent insurance educational event on Thursday, June 22nd at 5:30 PM.

Dinner will be provided. Seating is limited, so please RSVP as soon as possible to Heather at heather.flannery@raymondjames.com or Janet at janet.brown@raymondjames.com.

We look forward to hearing from you!

Compliance Review 17-029475