April 14, 2027

Webinar

1 CPE Credit

Webinar (CPA Crossings): Financial Planning: Auto & Homeowners Insurance 🗓️

April 14, 2027
Webinar
1 CPE Credit

Webinar (CPA Crossings): Financial Planning: Auto & Homeowners Insurance 🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

  • While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs
  • yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Recognize the major sections of an insurance policy.
  • Recall the sections of the personal auto insurance policy.
  • Identify key provisions in homeowners' insurance policies.

Major Topics

The major topics that will be covered in this course include:

  • Overview of Insurance types
  • Overview of Insurance policies and contract sections
  • Examples of types of policies and coverages

 

CPE Credits Available

1 CPE Credit
1
Finance

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Finance
  • Personal Financial Planning

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Financial services professionals who want to gain a better understanding of auto and homeowners' insurance, so that they can better address client questions.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.