Personal Liability Risk – Are Owners Rolling-the-Dice


Personal Liability Risk – Are Owners Rolling-the-Dice

Successful owners all have one thing in common—a relentless focus on their businesses.  This attention to the wellbeing of their organization and employees keeps them ahead of their competition and anticipating the critical next steps to meet looming challenges.  They solve problems, mentor others, provide jobs/income for employees and their families, give back to the community, strive to leave a legacy for future generations, and sometimes . . . they get broadsided by a distracted, 27 year-old, unemployed musician—driving a 1976 Chevrolet Van, running a stop sign, and traveling 60 mph at impact.

There are around 5.5 million car accidents in the U.S. each year; leading to 3 million injuries and 40 thousand fatalities.  Truck accidents add another 60 thousand injuries and 5 thousand deaths.  It’s no surprise that 52% of personal injury cases relate to motor vehicle accidents.  It is estimated there are 32 million uninsured automobiles on the roads across the U.S. and many more with minimum limits of liability.

With personal liability litigation at an all-time high . . . and distracted, uninsured/underinsured drivers continuing to take the road in ever-growing numbers, it’s clear business owners face a real threat to their hard-fought success.  Understanding the risks, the solutions, and the actions necessary to protect wealth and lifestyle are key to ensure owners are taking control versus taking their chances . . .

Learning Objectives:

  • Understand personal liability risks—statistics, trends, and claim/litigation examples
  • Be able to explain how personal liability settlements/awards impact owners, their families, and their businesses
  • Be able to explain how uninsured/underinsured drivers impact owners, their families, and their businesses
  • Understand and be able to explain simple solutions that help provide protection from personal liability and uninsured/underinsured drivers


Meet the Presenters:

Hear from industry experts including Steve Browning, Marsh Private Client Services (PCS), and Bob Hauer, SiebenCarey.

This meeting will be held at the AT&T Tower – Simma Flottemesch & Orenstein – 1st Floor.

Address: 901 Marquette Ave Minneapolis 55402


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Robert J. Hauer, Jr.

Robert J. Hauer, Jr.

Personal Injury Attorney


Steve Browning

Steve Browning

Vice President, Business Development Executive


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at