Insurance & Benefits to Help Your Business Thrive

​Join 1863 Ventures for a workshop hosted by two financial experts. During this session, they will review insurance and benefits considerations specifically for growing small businesses like yours. Be sure to bring your questions - they will leave plenty of time for interactive Q&A!

​About our experts:

​Rufus Davenport is a financial services representative with Fortis Lux Financial.  He is a CFA Charterholder with extensive experience in investment management and research. He held various roles in this area, including equity analyst, equity portfolio manager, fixed income salesperson, and head of Investment Manager Due Diligence. With his extensive range of knowledge, Rufus was appointed as a pension investment officer to help manage a multi-billion dollar defined benefit pension plan for a major insurance company.  

​Larry Holzberg is a Director of Brokerage at Coastal Wealth Insurance.  Prior to that he was Director of Insurance & Advanced Sales at Fortis Lux Financial.  Larry also served as Managing Director and Director of Sales and Strategic Initiatives for Wealth Advisory Group. With more than thirty years of experience in the financial services industry, Larry has developed a regional and national reputation for his leadership and a proven track record of developing and managing high-performance teams. He currently serves as President of the National Association of Insurance & Financial Advisors (NAIFA). He is also an active member of the Association for Advanced Life Underwriting (AALU), and GAMA International. He received his Bachelor of Business Administration, from Long Island University. Since then he has received certifications for Life Underwriter Training Council Fellow and Life and Annuity Certified Professional both issued by NAIFA.