Concurrent James K. Ruble Graduate Seminar

Caesar’s
Atlantic City, NJ
April 17-18, 2013

PIA Ceasar's room rate:
$115 Temple/ $139 Centurion Tower; Must Identify with PIA NY/NJ
$5 Parking fee/$10 Valet *Subject to change

Group code:  GCPIA13
Reservations number:  888-516-2215 
(available 8am-2am est – 7 days a week)
Online reservations:
http://www.totalrewards.com/hotel-reservations?propCode=CAC&groupCode=GCPIA13

 

 


Institute Agenda Ruble A

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Ed Consultant: Steve Lyon

Wednesday, April 17, 2013

7 AM – 8 AM                                                                      
Registration

8 AM – 12 PM                                    
SESSION 1          
CHAOS: Contracts, Hold Harmless/Indemnity, Additional Insureds

& Other Stuff
                                                                                               
Mr. Gerald T. Hargrove, J.D., CIC, CPIA, SCLA, FCLA, PICS, LICS, CBIA

12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                           
SESSION 2          
The Lost & Found Insuring Agreement: Personal & Advertising

Injury Liability (CGL Coverage B)
                                                                                               
Mr. Gerald T. Hargrove, J.D., CIC, CPIA, SCLA, FCLA, PICS, LICS, CBIA

Thursday, April 18, 2013

8 AM – 12 PM                                                                    
Concurrent Sessions:

                                                               
SESSION 3           Annuities…Fact and Fiction
                                                                                               
Mr. Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC            

SESSION 4          
What’s Your Opinion? (Case Examples Using CGL, WC, and

CPP)
                                                                                               
Mr. Patrick A. Deem, Sr., CIC

12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                                                           
Concurrent Sessions:

                                                               
SESSION 5          
The New Age of Financial Planning Considerations

                                                                                               
Mr. Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC

                                                               
SESSION 6           Ethical Issues
                                                                                               
Mr. Patrick A. Deem, Sr., CIC


Institute Agenda Ruble B

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Ed Consultant: Doug Fleming

Wednesday, April 17, 2013

7 AM – 8 AM                                                         
Registration

8 AM – 12 PM                                    
SESSION 1          
What’s Your Opinion? (Case Examples Using CGL, WC, and
CPP)
                                                                                               
Mr. Patrick A. Deem, Sr., CIC                                                                                          
12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                           
SESSION 2          
Ethical Issues

                                                                                               
Mr. Patrick A. Deem, Sr., CIC

Thursday, April 18, 2013

8 AM – 12 PM                                                                    
Concurrent Sessions:

                                                               
SESSION 3          
CHAOS: Contracts, Hold Harmless/Indemnity, Additional Insureds

& Other Stuff                     
                                                                                               
Mr. Gerald T. Hargrove, J.D., CIC, CPIA, SCLA, FCLA, PICS, LICS, CBIA

                                                               
SESSION 4          
Annuities…Fact and Fiction

                                                                                               
Mr. Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC

12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                                                           
Concurrent Sessions:

                                                               
SESSION 5          
The New Age of Financial Planning Considerations

                                                                                               
Mr. Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC

                                                               
SESSION 6          
The Lost & Found Insuring Agreement: Personal & Advertising

Injury Liability (CGL Coverage B)
                                                                                               
Mr. Gerald T. Hargrove, J.D., CIC, CPIA, SCLA, FCLA, PICS, LICS, CBIA