The Lykes Insurance Learning Series: Excelleration 2008 is committed to bringing information and success oriented learning opportunities to the business owners of Southwest Florida.  How are you controlling your total cost of risk?

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. 

Our Presenter: Robert W. Teschke

In his 33 years with The Chubb Group of Insurance Companies, Bob Teschke held a variety of positions; each with ever increasing levels of responsibility, leadership, and teamwork.  His management experience is diverse and compelling, including leadership positions in underwriting, marketing, human resources and branch management. Bob's most recent role was the President/CEO of PLI Brokerage.  Bob's unique and diverse background allows him to bring a refreshing and balanced perspective to the many challenges and opportunities that define the insurance industry landscape of today.

 Protecting Financial Futures

DATE: Wednesday, October 22nd:

Session runs from 9:30 to 11:30 am

Continental breakfast and sign in starts at 9:00 am.      

LOCATION: 5216 Summerlin Commons Blvd.,

Fort Myers, Florida

(in the Lykes Insurance Building on the corner of Summerlin Blvd. and Boy Scout Drive).

COST: $25 per participant (includes handouts)

Space is limited.

To register, submit the following information with your payment to the address shown below (please use a separate form for each attendee):

 Name: _____________________________________

 Email Address: ______________________________

 Company: __________________________________  

 Phone: _____________________________________

 Mail this registration with your check payable to Lykes to:

   P.O. Box 60043

   Fort Myers, FL 33906-6043

Questions?  Call (239) 931-5600