Beyond Banking for Small business: CYA -Cover Your Assets: How to Protect Your Hard-earned Profits

Please join us for Beyond Banking for Small business

Presented by Community Banks of Colorado.

CYA -Cover Your Assets: How to Protect Your Hard-earned Profits

Community Banks of Colorado is dedicated to helping your small business grow. It’s just common sense. Come by our Fort

Collins Boardwalk banking center to learn the importance of protecting your bottom line through risk management.

Tuesday, June 21

7:45 am – 9:00 am at 4532 Boardwalk Dr., Fort Collins

Presenters

Brian Fabrizio, Partner, Legacy Financial Group

William Rich, Commercial Lines Account Executive, Brown & Brown of Colorado

 

RSVP to Shannon Richardson at 970.229.1140 or slrichardson@cobnks.com. Limited seating available.

Topic:

CYA -Cover your assets: how to protect your hard-earned profits

Tuesday, June 21

7:45 am – 9:00 am at 4532 Boardwalk Dr., Fort Collins

 

About our Panelists

Brian Fabrizio

Partner, Legacy Financial Group

Brian has 12 years of experience in the financial services industry. He is a founding member

and partner of Legacy Financial Group, a financial advising firm, in Old Town Fort Collins. He

specializes in retirement planning and business planning. Brian is a Northern Colorado native

and active member of the Fort Collins community where he is happily raising his family. His

discussion will include:

  • Understanding Potential Threats to Your Assets
  • Optimizing, Protecting and Directing Assets

William Rich, AAI/AU /CIC/CISR

Commercial Lines Account Executive, Brown & Brown of Colorado

Will has been with Brown & Brown Insurance his entire professional career, and moved from

Indianapolis to Fort Collins to accept the Account Executive position in 2014. His responsibilities

include risk identification and insurance program development. Beginning in the corporate

compliance sector, he worked his way up to Operational Team Leader for the Midwest Region.

Will also served on the Due Diligence Team and was responsible for identifying operational risks

in potential acquisitions. His discussion will include:

  • The “Apples to Apples” Trap
  • Know Your Risk

Date: Tuesday, June 21st

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