An Inside Scoop To Personal Insurance
About the Program
As wealth changes, insurance protection needs to change with it. However, having an insurance strategy as part of a wealth management portfolio is often overlooked. This course provides a high level overview of personal insurance and its unique risks for the affluent; it also examines the importance of an insurance audit and how preparing this analysis strengthens the relationship between clients and their advisors. A special highlight on fiduciary responsibilities for trustees is included, along with specific information on vacant properties.
About the Speaker
For over 15 years, Michelle has managed department operations, marketing and overall corporate business development at Brunswick Companies. Working with all the business units internally, as well as external sources of influence, Michelle’s main goal is to make sure Brunswick is at the forefront of the Insurance industry. Her clients include large real estate developers, manufacturers, professional service and technology firms, as well as accomplished and aspiring individuals. Michelle also enjoys working with small business owners and start-ups, providing individualized risk assessments at a personal level. Michelle serves on several non-profit boards, including the Jewish Federation of Cleveland, Jewish Family Service Association, and University Hospitals of Cleveland. Michelle earned her undergraduate from Penn State University and her MBA from Case Western University’s Weatherhead School of Management. She was named in the Class of 2008 Crain’s Cleveland Business Top “Twenty in Their 20’s” and Class of 2017 “Forty Under 40.” Michelle lives with her husband and two children in Orange Village.
Kimberly Stein, Esq. │ 2019-2020 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 09/09/19, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to email@example.com by 09/06/19). If you reserve and are unable to attend, please call the office to cancel by noon 09/09/19 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.