No Bad Questions – Banking and Investments (Captive Owner Webinar Series 1 of 3)

Join us for an insightful three-part webinar series designed specifically for captive owners. These sessions are crafted to address your pressing questions and help you navigate the complexities of captive insurance.

“No Bad Questions – Banking and Investments”

June, 26, 2024 | 3:00pm - 3:45pm CST

Banking and Investments experts will be discussing:

1. The benefits of using investments in a Captive
2. What sort of investments are allowed/disallowed
3. Whether you can use your personal Financial Advisor to manage your Captive and more.

PRESENTERS :

1. Michael Corbett, Senior Vice President - Pinnacle Financial Partners (Banking)

2. Erin Wikstrom, CFP, AIF; Financial Advisor in Doepel & Wikstrom Wealth Management of Raymond James (Investments)