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Brian P. Boak, Private Client Risk Manager, P&C AEP®, CPRIA, CLU®, LUTCF®
Brian P. Boak started his insurance career over thirty years ago as a Prudential agent, then managing a staff of agents and finally partnering with an agent to grow a successful financial planning office. For the last nineteen years, Brian has specialized in working with family offices and advisors of highly successful families providing risk management for their personal property, liability and lifestyle exposures.
Brian is with USI, one of the top-ten insurance brokers with over 150 offices nationwide providing risk management and insurance services in the private client, commercial and employee benefit areas.
Brian has been educating advisors since the beginning, starting inthe early 90’s teaching for The American College. His current program, The Missing Piece of Financial Planning – Property and CasualtyTM, is provided for Estate Planning Councils, Advisory firms, Universities, and organizations working with highly successful families.
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Sponsored By:
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Continuing Education:
NJ CPE: 1.0 credit. The Missing Piece of Financial Planning – Property & Casualty (Intermediate Level/Topic Financial Planning)
CFP: 1.0 credit. The CFP Board has granted 1.0 credit for The Missing Piece of Financial Planning – Property & Casualty. Program ID: 265138
CTFA: 1.25 credits. (American Bankers Association (ABA) Professional Certifications has approved ‘The Missing Piece of Financial Planning – Property & Casualty ' held on 9/26/2019 for the following continuing education credits: Designation Credits: CTFA 1.25
NJ CLE: 1.0 credit.The Missing Piece of Financial Planning – Property & Casualty. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total NJ CLE (0.0 Ethics). Course #56
Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.
Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.
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