Educational Videos
Understanding employment exposures and following simple risk management strategies can significantly reduce both probability and financial severity. As a leader in helping investment advisors manage their operational risk, Golsan Scruggs is hosting this webcast in partnership with Chubb (the largest publicly traded P&C insurance company) and Jackson Lewis P.C. (a leading employment law firm with over 950 labor law attorneys throughout the U.S.).
Click here for the webinar video (password required). Don’t have the password? Email Golsan Scruggs at info@golsanscruggs.com to request the password.
Webinar – June 13, 2023
Briefing on Schwab Advisor Services’ New Insurance Requirements
Schwab Advisor Services’ released policy concerning insurance requirements for its Investment Advisor partners has raised several understandable questions. As a Schwab Affinity Partner, Golsan Scruggs hosted this webcast, in conjunction with Schwab Advisor Services, to provide further education and clarification to the RIA community.
Webinar – December 2, 2021
Looking for more resources? Click here to browse our selection of Risk Tip articles.
Three key points to E&O insurance.
RIASURE Library of Claims.
