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The Overlooked Gap in Financial Advice: May 22 Seminar

oswaldcompanies May 2, 2019
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The Overlooked Gap in Financial Advice

Join us, Chubb, and Audi Cincinnati East on Wednesday, May 22 at Beechmont Audi, to discuss the Overlooked Gap in Financial Advice. One hour of CFP continuing education provided.

Agenda:

Registration and Breakfast: 7:30 a.m.
Presentation: 8:00 a.m. – 9:30 a.m.

About the Presenter:

Joanna McNamara
Vice President/Head of Partnerships – Chubb Personal Risk Services

Joanna has over 20 years’ experience in the insurance industry. In her role, she is responsible for demonstrating with partner organizations how important P&C Insurance is for their clients and for their organizations. Prior to this role, she led a large underwriting team handling complex exposures for some of Chubb’s largest clients. Joanna has her MBA in Marketing from Boston University and a BA from Fairfield University.

(Register by Friday, May 10)

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