Entries by Julie Ward

National Insurance Awareness Day: Why June 28 Should Be on Your Calendar

Amid life’s many uncertainties, and especially in extraordinary times such as these, it’s good to step back every so often to take an objective look at where you stand. Fortunately, June 28th has been designated “National Insurance Awareness Day.” It’s an annual reminder to review your insurance cover; to assure it is proper and adequate; […]

CARES Act Retirement Plan Provisions

On March 27th, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), was approved by Congress, to afford massive relief for those suffering as a result of the Coronavirus pandemic. Besides the financial relief afforded to individuals, as well as loans and other concessions for businesses, the bill includes the following provisions to help […]

How Can a CFP® Optimize Your Financial Future?

The CFP® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most respected credentials in the financial services industry. Two of the newest members of the Conrey team, Mike Lambrakis, CFP® and Michael Hu, CFP®, exemplify the benefits this certification offers to our clients by expressing the Conrey Difference in all areas of financial planning and […]

Courtney Rader Recognized as 2019 Player of the Year

As her website profile reveals, Personal Lines Account Manager Courtney Rader credits her lifelong passion for dance, launched by her early aspirations of Broadway stardom, with keeping her on her toes. Now Courtney’s talent for helping her clients make all the right moves with their insurance decisions has put her in the spotlight as the […]

South County Outreach Needs You More Than Ever

We at Conrey Insurance Brokers and Risk Managers want to continue supporting our community during these trying times. One of our favorite causes, South County Outreach, needs your help. Although most of us are “Safe at Home”, many in our community were already struggling with a lack of food, housing and more. These individuals and […]

Cyber Risks: Doxxing Explained

Companies of all sizes are at risk for cyber attacks – doxxing is no exception. Read this article to learn more about doxxing and how to protect your employee’s sensitive information from being exposed. If you have any questions regarding cyber liability or want to check your liability coverage feel free to contact us. We […]

How Current Events can Affect your Investments

No one likes uncertainty, especially the financial markets. If you are wondering how recent disruptive events can potentially affect your investments, read this informational point of view, courtesy of Conrey Financial Services team members Mike Lambrakis, CFP and Michael Hu, CFP. To discuss this information in further detail, or to revisit your investments in the […]