FOX Virtual Regional Advisor Briefing - New York and Northeast Region - March 25, 2021 10am CST / 11am EST

Overview

Thursday, Mar 25, 2021 - 10:00am to 11:30am CDT

Now more than ever, we need to surround ourselves with a strong community in order to thrive. With that in mind, FOX is thrilled to be forging ahead with our Regional Advisor Briefings in a virtual format. Please join us for a lively exchange of information and ideas with your peers.

Attendance is included with membership, but advance registration is required.

Subject Matter Expert:

Please note: This briefing takes place at 11:00am to 12:30pm ET

Please click on the Register button below to sign up for this meeting.

You may contact the Events Team with any questions at events@familyoffice.com

Recommended for:

FOX Advisor Members and Qualified Prospective Advisor Members

Location

Virtual

United States

Registration

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Agenda
Speakers

10:00 am CT	Welcome and Introductions

10:05 am CT	Presentation by Subject Matter Expert: PURE "How to Create Work From Home Boundaries to Improve Mental Health"

10:15 am CT	Networking Breakouts Attendees will engage in (2) 5-minute rounds of networking with like-minded peers.

10:25 am CT	Peer Dialogue

11:30 am CT	Meeting Adjourns

Subject Matter Expert

Kelly Ewart
VP of Strategic Relationships, PURE Insurance

Kelly Lora Ewart is the VP of Strategic Relationships at PURE Insurance. Her career spans over 20 years and has been primarily focused on specialized property & casualty insurance needs of high net worth individuals and families. Kelly joined PURE in 2018 after spending more than a decade at Chubb and several years at W.R. Berkley. She leads strategic relationships with influencers providing risk management and holistic wealth strategy. She also serves on the Family Office Exchange Thought Leaders Council, The UHNW Institute Leaders Council and as the Executive Sponsor for PURE’s LatinX Employee Resource Group.

PURE is a member-owned model means that the interests of its membership is not at odds with delivering returns to disinterested shareholders. PURE has a unique commitment to transparency with a focus on doing what’s right for its members while delivering excellent service and premium savings.