Two Hands-On Sessions. Two CFP® CE Credits.

Tax Planning: Put Roth Conversion Planning Into Practice
1 CFP® CE Credit

Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS

Beyond the Tax Return: Using P&C Insurance as a Risk Management Conversation

Financial advisors are already having the hard conversations, tax planning, estate structure, and retirement income. But one of the most significant risks on a client's balance sheet often goes unreviewed: their property and casualty insurance.

Using a game show format and real declaration pages, Meaghan will walk through homeowners, auto, and umbrella policies to show what common coverage gaps actually look like and the questions advisors should know to ask. You'll also see how Holistiplan's P&C Report can help identify potential gaps and turn the analysis into clear next steps for clients and their insurance professionals.

You'll learn how to:

• Recognize common P&C coverage gaps without needing to be an insurance expert
• Identify missing endorsements, mismatched liability limits, and other areas of potential risk
• Use a transfer-of-risk framework to help clients evaluate coverage decisions
• Position yourself as a risk management coordinator rather than an insurance specialist
• Use Holistiplan to support the review and handoff to a client's insurance professional