FEI Chicago PD Sessions, “Transaction Insurance Solutions" & "Company Retirement Plans"

FEI Chicago Chapter Professional Development Sessions
“Transaction Insurance Solutions: Tools to Help Close the Deal” 
“Company Retirement Plans: Understanding and Mitigating your Personal Fiduciary Risk”

WHEN
Thursday, February 16, 2017
3:30—5:30 pm

WHERE
Union League Club
65 W. Jackson Blvd., Chicago

FIRST PD SESSION
3:30—4:30pm
“Transaction Insurance Solutions: Tools to Help Close the Deal”
Presented by Aon
Join your fellow peers and Aon for a lively presentation and Q&A on Transaction Insurance Solutions. Gary Blitz, Sr. Managing Director and Co-Practice Leader, Matt Heinz, Senior Managing Director/Co-Practice Leader and Vip Patel, Senior Vice President will present on reps and warranties insurance, tax insurance and other transactional insurance solutions that facilitate M&A and financing transactions.  Gary, Matt and Vip will also discuss strategic uses of these products and case studies.


SECOND PD SESSION
4:30—5:30pm
“Company Retirement Plans: Understanding and Mitigating your Personal Fiduciary Risk”
Join the FEI Chicago Chapter for a panel discussion on Company Retirement Plans: Understanding and Mitigating your Personal Fiduciary Risk.  Named and unnamed retirement plan fiduciaries have become more heavily scrutinized by the Department of Labor and Plan Participants.  Learn to better understand the common pitfalls by embracing the new fiduciary trends and norms.
 
Our distinguished panel includes:
Moderator: Brian C. Jessen, Forest Capital Management
Wes Covert, Laner Muchin
Rose Ann Abraham, Baker Tilly
Craig Bush, PNC
Mark Zorko, Brentwood Advisors