Hurricanes Helene and Milton have dealt a damaging blow to many communities in Florida and other states this year. In our recent webinar on U.S. Insurance Trends and Implications for Florida HNW P&C Insurance, our guest speaker, Scott Medley, Managing Principal of the Private Client Services division at EPIC Insurance Brokers and Consultants, shared some […]
October 15, 2024
On September 24, 2024, Klingenstein Fields Advisors held a webinar reviewing U.S. Insurance Trends and Implications for Florida HNW P&C Insurance. While insurance costs may be rising, there are proactive steps you can take to help find the most effective coverage.
September 25, 2024
On October 24, 2023, Klingenstein Fields Advisors held a webinar on the important topic of cybercrime. There are steps you can take to significantly reduce your risk. Cybersecurity experts Beau Friedlander and Adam Levin discuss trends in cybercrime and how to protect yourself.
October 24, 2023
Special guest speaker Joel Treisman, an expert in wealth psychology, family dynamics, and applied positive psychology, discusses ways your wealth can contribute to your overall well-being and how to talk to your family about wealth and what it means in a constructive manner.
November 16, 2022
‘Tis the season….for cybertheft. In the midst of celebrations, family get-togethers, and gift-giving, it is even more important to be vigilant against potential cybercrime in both your personal and professional life. In the second of a two-part webinar series on cybercrime and how to protect yourself, Klingenstein Fields Advisors (KF Advisors) welcomes two renowned experts, […]
December 16, 2021
In today’s digital world, cybersecurity is always top of mind. From database hacks to ransomware to cyber scams, it may seem like there is no way to protect yourself. Fortunately, there are steps you can take to reduce the chances and impact of cybercrime. Jonathan Wojtkun, Senior Technology Consultant at Charles Schwab, discusses today’s digital […]
October 27, 2021
Missed our webinar on Selecting the Right OCIO Provider? Click to watch the replay on our YouTube Channel.
September 20, 2021
The U.S. real estate market was not immune from the pandemic-driven economy of 2020. Some urban areas saw a flight of individuals and families, while suburbs in areas like southern Connecticut experienced a banner year for home sales. According to Zillow, the U.S. housing market gained more in value than any year since 2005, realizing […]
June 16, 2021
If there is anything that we have learned in the past year, it is that the world can change dramatically in what seems like an instant. For many, this reinforced how important it is to plan for the unexpected, such as emergency healthcare situations. When this happens, you may face questions around critical healthcare issues […]
April 13, 2021