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    &lt;p&gt; Schwab E&amp;amp;O Update&lt;/p&gt;

&lt;p&gt;Show Notes&lt;/p&gt;

&lt;p&gt;Topic I: Schwab E&amp;amp;O Update &lt;/p&gt;

&lt;p&gt;Topic II: Crypto ETF&lt;/p&gt;

&lt;p&gt;Guest Speaker Info: &lt;/p&gt;

&lt;p&gt;Chad Ramberg, President Box Professional Insurance, LLC&lt;/p&gt;

&lt;p&gt;Phone: 817-865-1519 Email: &lt;a href="mailto:Chad.Ramberg@boxproinsurance.com" target="_blank"&gt;Chad.Ramberg@boxproinsurance.com&lt;/a&gt; &lt;/p&gt;

&lt;p&gt;Website: &lt;a href="http://www.boxproinsurance.com/" target="_blank"&gt;www.boxproinsurance.com&lt;/a&gt; &lt;/p&gt;

&lt;p&gt;Chad's LinkedIn: &lt;a href="https://www.linkedin.com/in/chad-ramberg-71278533/" target="_blank"&gt;https://www.linkedin.com/in/chad-ramberg-71278533/&lt;/a&gt; &lt;/p&gt;

&lt;p&gt;Advisors can email that address below and put in the subject line – “Do I meet the Schwab requirements?”&lt;/p&gt;

&lt;p&gt; RIAview@BoxProInsurance.com &lt;/p&gt;

&lt;p&gt;Please attach a copy of the insurance coverage in place including the following.&lt;/p&gt;

&lt;ul&gt;&lt;li&gt; E&amp;amp;O&lt;/li&gt;&lt;li&gt;Cyber&lt;/li&gt;&lt;li&gt;Crime / Crime Bond&lt;/li&gt;&lt;/ul&gt;

&lt;p&gt;&lt;br /&gt;&lt;/p&gt;
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The RIA Compliance Collective

Schwab E&O Update

Schwab E&O Update

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