Risk Management for Wealthy Clients
Date: Thursday, March 3, 2011
Time: 7:30 AM - 9:00 AM
Location: Fairmont Hotel
Speaker: Michael Heard
BREAKFAST MEETING
THURSDAY, MARCH 3, 2011
(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00)
FAIRMONT HOTEL
1717 North Akard, Dallas, Texas
RESERVATION DEADLINE: FRIDAY, FEBRUARY 25 (IN COUNCIL’S OFFICE)
BEST PRACTICES FOR PROTECTING THE AFFLUENT
(This is the program originally scheduled for the December meeting)
MICHAEL HEARD
(1 HOUR PROGRAM)
Sponsored by CHUBB
This one hour key note presentation is designed specifically to educate the trusted advisor on the best practice procedures for protecting the affluent client. A sampling of the topics to be covered are as follows: (1) State of the nation as it relates to risk presented to the affluent from domestic and international sources; (2) Establishing a valid and reliable threat level; (3) Residential security and mitigating home invasion/home burglary; (4) Communication security and the risk from hacking into personal information as well as audio/visual espionage; (5) Travel security and the risk to children/adults traveling abroad; (6) Employee/contractor vetting and the menu of investigative due diligence; and (7) Crafting the family-specific crisis preparedness and response plan for issues such as extortion, kidnapping, stalking, threats of violence and terrorist activity. Michael Heard joined Risk Control Strategies as the Managing Director of RCS’s location in the Jacksonville, Florida area after a 28-year career with the FBI. While in the FBI he served in six FBI field divisions and twice at FBI Headquarters in the Violent Crime and Counterterrorism Divisions. Michael possesses demonstrated leadership expertise in violent crime, counterterrorism, strategic planning, crisis resolution, and risk management, to include vulnerability assessments, executive protection and workplace violence.
There is no continuing ed credit for this presentation.
Note: Paid membership dues do not include meals. To register for the meeting, print this form, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE IS FEBRUARY 25.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print. THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
