January 2026 Quarterly Meeting
Education Meeting
January 22, 2026
7:45 am - 10:50 am
7:45 – 8:00 am – Registration and Breakfast
8:00 – 8:50 am – First Presentation
8:50 – 9:00 am – Networking Break
9:00 – 9:50 am – Second Presentation
9:50 – 10:00 am – Networking Break
10:00 – 10:50 am – Third Presentation
Location: Embassy Suites by Hilton Cleveland Rockside 5800 Rockside Woods Blvd N., Independence, OH 44131
TOPIC #1: Insuring the Journey: Navigating P&C Needs Through the Family Lifecycle
SPEAKER: Michelle Hirsch
About the presentation: As clients move through life’s stages, their property and casualty insurance needs shift in ways that can have major financial implications. This session will explore how evolving family dynamics — from teenage drivers and college-bound children to divorces, second homes, and retirement transitions — impact coverage requirements and risk exposure. We’ll discuss practical strategies for advisors to proactively identify gaps, adjust liability limits, and coordinate umbrella and specialty policies as family circumstances change. Attendees will gain insights into best practices for communicating these changes with clients and collaborating effectively with P&C professionals. With households becoming more complex and risks more interconnected, understanding the insurance lifecycle has never been more timely or essential for fiduciary advisors seeking to provide comprehensive planning guidance.
About the speaker: Michelle Hirsch is the co-president and third generation family business owner of Brunswick Companies. She leads the Brunswick Private Client, where she partners with financial advisors and planners to design bespoke insurance strategies for high-net-worth individuals and families. With a focus on lifestyle-aligned coverage and multigenerational protection, Michelle takes a consultative, relationship-driven approach to risk management—helping clients preserve what matters most while simplifying complex insurance decisions. She serves as an extension of the advisory team, bringing concierge-level service and deep industry expertise to every client interaction.
TOPIC #2 The Case For Low Correlation Strategies
SPEAKER: Kris Jaenicke
About the presentation: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short if stocks and bonds move in lockstep, negating any diversification benefit. This presentation will explain how successful portfolio construction has evolved and the importance of correlation in creating an all-weather portfolio. We’ll discuss what you should expect from bonds going forward and how to build a sleeve of low correlation strategies that provides true diversification. In addition, we’ll examine the amount of time it takes, and the return required, to recover from market drawdowns, explore sequence of returns risk and introduce how institutions safeguard their portfolios from risk.
About the speaker: Kris Jaenicke leads LoCorr Funds’ distribution in the firm’s eastern division and directs the team’s delivery of the LoCorr product suite in that region. Kris is instrumental to the firm’s positioning in the industry, and his expertise guides the company’s development of educational materials for advisors and investors. Prior to this role, Kris was regional vice president, responsible for distribution through financial advisors in the Ohio, Michigan, Kentucky and western Pennsylvania territories. Focused exclusively on the distribution of alternative investments for over two decades, Kris offers advisors expertise in the sector, as well as more than 32 years of experience in a sales capacity within financial services. He was previously a senior regional vice president for Dividend Capital, Scudder Investments and MFS Funds. Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award recognizing field sales professionals who have demonstrated a commitment of excellence in their careers. Kris holds a BA in Finance from the University of Iowa. He serves on the board of Hudson Community Chapel and is active in mission work. He is a Chartered Life Underwriter and a Chartered Mutual Fund Counselor. He holds the FINRA Series 7, 24 and 63 licenses.
TOPIC #3: Business Succession Planning
SPEAKER: Tom Zucker
About the presentation: Trusted advisors engaging with their clients in advance can unlock significant value and reduce transaction and relationship risks.
About the speaker: Tom serves as the President of EdgePoint, managing client transactions, overseeing its day-to-day management, and executing strategic initiatives. Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions, or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions. Prior to founding EdgePoint, Tom had almost a decade of financial and transactional experience at Ernst & Young and Arthur Andersen. Early in his career, Tom had a significant experience participating in a family business. He is active in several civic and professional leadership roles. He is also an advisor and board member of several private and public companies. Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.
Continuing Education: FPA NEO will request credit for these programs, which will total three hours of CE from the CFP® Board of Standards for CFP® designation holders. Additionally, FPA NEO will request 1 hour of credit for the first program “Insuring the Journey” for Insurance CE credit in Ohio. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.
Reservation Policy: All attendees are encouraged to register in advance before noon 01/21/26 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 for non-members. If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 01/21/26 to avoid a no-show reservation billing of $10.00.
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