The Lykes Insurance Learning Series: Excelleration 2008 is a variety of learning opportunities offering insights to assist Southwest Florida professionals, business owners and residents in achieving success. How are you controlling your total cost of risk?

Following is a schedule of events coming in the forth quarter of 2008:

SUBJECT:  Protecting Financial Futures  (Postponed from August due to Hurricane Faye)

DATE: Wednesday, October 22nd 9:30 am to 11:30 am

This Excelleration™ event is designed to heighten awareness of some of the most important insurance coverage issues faced by affluent individuals. Protecting personal wealth from an investment/estate planning standpoint is important, but there are many insurance gaps that often go overlooked which could put a financial future at risk if not properly managed. The appropriate insurance coverage through a qualified property/casualty agent is critically important to protecting net worth. 

This seminar has been approved by the CFP board for 2 credit hours of CE.

 COST: $25

 
SUBJECT:  Unsure about Surety?

DATE: Wednesday, November 12th  8:00 am to 10:30 am

This seminar will give greater understanding of the surety underwriting process and how you can position your company to establish and maintain an effective surety relationship. Our guest speakers will include Peter A.Thomson, CPA, ASFB & John Reed, CPA.  Mr. Thomson, Director of Construction Services with Lykes Insurance, specializes in construction surety bonding and holds the Associate in Fidelity & Surety Bond designation.  Mr.Reed, a CPA and Principal with Larson Allen LLP, practices exclusively in the construction industry and regularly consults with clients on their tax methods & strategies, accounting systems & business strategy.

 COST: $40
SUBJECT:  Employment Law Hot Topics

DATE: Wednesday, November 13th  8:00 am to 1:00 pm

The November Excelleration™ will bring you some current “Hot Topics” in Employment Law: ADA, FMLA, & Florida Workers’ Compensation Act.  Information will also be presented on managing Workers’ Compensation Risks to provide employers with assistance and the necessary tools to aid in proper handling of a workers’ compensation claim from beginning to end.  This will be followed by an enlightening discussion of the  potential risks for employees using their cell phones and PDA’s while behind the wheel and the liability this could create for employers.  A question and answer session will be conducted during lunch. Note that HRCI credits are approved for PHR, SPHR,  GPHR.

 COST: Free

SUBJECT:   OSHA Construction Standards Training

DATE: Wednesday, November 14th and November 21st  7:00 am to 1:00 pm each day

The OSHA Construction Standards Training Course is ideal for all construction workers, including project managers, superintendents, and owners. Those participants completing the course will receive the OSHA 10 Hour completion card. Licensed Construction Contractors completing the course will also receive 1 hour of WPS and 9 hours of general continuing education credit hours (Course #0010601). The course topics will include an introduction to OSHA, electrical safety, fall protection, materials handling, tools & equipment, scaffolding, stairways/ladders, personal protective equipment (PPE), excavation, trenching and shoring and Hazcom.  

 COST: $135.00

5216 Summerlin Commons Blvd., Fort Myers, FL 33907 (239) 931-5600 Phone (239) 931-5604 Fax lykesinsurance.com
 
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