May AAEPC Education Event - Red Flags and How to Avoid Them
Red Flags and How to Avoid Them:
Insurance Considerations for Planning Professionals
Topic Description:
- Market overview – Why are premiums rising for all consumers?
- Highlights of key insurance issues, the impact each can have on high net worth clients and how you can add value for your clients
- Spotlight on Fine Art appraisals in the planning process
Thursday May 4, 2023, 6:00 - 8:00 P.M.
Annapolis Waterfront Hotel
80 Compromise Street, Annapolis, MD 21401
Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.
Elizabeth Pisano
Director & Fine Art Specialist at Winston Art Group
Elizabeth is Director of the Mid-Atlantic Region handling appraisals as well as sales and acquisitions of art, antiques and jewelry across Washington, D.C., Maryland, Virginia, Pennsylvania and Delaware.
Prior to joining Winston Art Group, Elizabeth was a Vice President and Senior Specialist with the American Art department at Sotheby’s. Her nine-year tenure with the company included record-setting sales of works by Norman Rockwell, Georgia O’Keeffe, Childe Hassam and Jacob Lawrence. She previously held positions at the Whitney Museum of American Art, the Museum of Modern Art, and the D.C. Commission on the Arts and Humanities.
Elizabeth earned a Bachelor of Arts in Art History and American History from Georgetown University and a Master of Arts in the History of Art from the Institute of Fine Arts, New York University, where she graduated with distinction.
Lanie Raphael
SVP and Practice Leader at B.F. Saul Insurance
Lanie has specialized in high net worth insurance during her 30 year career in the industry. For the first 20 years of her career Lanie held a variety of executive level roles at insurance companies like Fireman’s Fund, AIG, and ACE Private Risk Service.
For the past decade she has been in leadership roles on independent agency side of the business working directly with clients and referral sources. At B.F, Saul she has responsibility for both Personal and Commercial Insurance practices.
Lanie received her B.S. from Cedar Crest College and her Masters from Seton Hall University. She also has an ARM designation (Associate in Risk Management) and earned a CAPI (Certified Advisor in Personal Insurance) designation from Wharton. Lanie and her family live in Bethesda, MD.
Erika Marino
VP Private Client Practice at B.F. Saul Insurance
In her role as a Private Client Insurance Advisor, Erika serves as an advisor to clients with unique and complex insurance needs who seek a holistic solution. Prior to her current role, Erika was a financial advisor from 2007-2017.
In her prior life at Morgan Stanley, Erika focused on wealth management and became familiar with the needs of successful families from a planning perspective. She has brought that experience to BF Saul and now partners with many wealth managers to help solve the insurance needs of their clients.
Erika received her B.S. in business from Wake Forest University in 2007 and her CPIRA (Chartered Private Risk and Insurance Advisor) designation in 2022.
This event is generously sponsored by:
.png){kind=logo}
