Annual Meeting
Join us for our annual meeting as we explore the priorities and concerns of today’s affluent individuals. In the Chubb Wealth Report, discover why luxury travel is the top spending focus, with over 80% of Americans planning significant domestic and international trips. The presenters will help us gain insights into the cybersecurity threats that keep wealthy individuals up at night, from identity theft to cyberbullying. In learning how to protect unique and high-value assets, experts will review the importance of having the correct coverage for jewelry, watches, and other collectibles. They will help planning professionals understand key considerations like Retail Replacement Value versus Fair Market Value. Attendees will hear from a local jewelry appraiser about their role in estate planning and asset protection. This event offers a unique opportunity to learn how to safeguard and maximize your wealth while enjoying life’s finest experiences and helping your clients do the same.
