Most advisors and advisors spend countless hours and dollars to guard against tax and investment risk. Very few give the same attention to liability risks, which may be even more significant, and can be resolved more efficiently. Please join us as we explore the largest risks faced by affluent families and how to protect against them.
SPEAKER: Brian P. Boak, AEP, CPRIA, CLU, LUTCF, is the founder and President of BOAKS Advisors, which specializes in Private Client Risk Management.
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