Webinar Recording Now Available!

A 360 Degree View from Fiduciary Experts

Kelly Geary, National Practice Leader for Executive Risk and Cyber at EPIC, moderated a panel of Fiduciary Experts who shared a 360-degree view of the risk currently trending. The panel provided a timely and informative discussion regarding the top three fiduciary trends we need to be focused on in 2021.

This Webinar Highlighted:
  1. Excessive Fees
  2. Retirement Accounts and Cyber
  3. Developments in Investments in Employer Stock (Private & Public)
Panel Members Include:
  • Lainee Beigel, EPIC Insurance Brokers & Consultants
  • Jose Jara, McGivney Kluger
  • Alison Martin, Chubb
  • Dan Healy, Anderson Kill