SUNCOAST ESTATE PLANNING COUNCIL

Important considerations in protecting your client’s assets from an insurance and risk management perspective

Topics to be discussed:

• Assets held in Trusts, LLCs, and other asset protection entities
• Drivers of liability exposure
• Teenage & elderly drivers
• Vacant homes
• 10 most overlooked components of personal asset protection

The breakfast roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:30 a.m.

Advance reservations are required.

Sponsored by:

Meeting Location:

All Children's Education Conference Center - DIRECTIONS

701 4th Street South

St. Petersburg, FL 33701

Speaker Bio:

Laura co-founded Baldwin Krystyn Sherman Partners (BKS-Partners) in 2006 and Baldwin Risk Partners (BRP) in 2012. BKS-Partners consistently posts industry-leading growth and superior client retention rates and is the recipient of numerous local and national awards recognizing the firm’s growth and excellence in the insurance industry and as an employer.

Laura specializes in providing risk management solutions for successful individuals, families and businesses. She was named as one of six nationally named Private Client Power Brokers in Risk & Insurance, one of Insurance Business America Magazine’s Elite Women in Insurance and has been a Tampa Bay Business Journal Business Woman of the Year finalist. She has authored numerous articles in various publications, including as a Worth magazine leading advisor. She speaks on risk management topics at national forums and serves on insurer councils, including the Advisory Board of the Council for Insuring Private Clients (CIPC), AIG Private Client Group National Broker Council, PURE national advisory council. 

Previously, Laura was the senior vice president and managing director of Wachovia Insurance Services Private Risk Management division for the Georgia region. She also worked with Chubb Group of Insurance Companies in various roles including the assistant worldwide marketing manager, where she developed marketing collateral and national public relations campaigns, including touring with the hit PBS series, Antiques Roadshow for many years.

She earned the Certified Advisor of Personal Insurance (CAPI) designation in the inaugural class in conjunction with Chubb and The Wharton School at the University of Pennsylvania.  She earned Certified Personal Risk Manager (CPRM) designation in the inaugural class and serves on advisory council and a faculty member for the National Alliance for the CPRM designation. Laura has a bachelor’s degree in economics from DePauw University.

Active in the community, Laura currently serves on the Board of Directors for Meals on Wheels of Tampa, Children’s Dream Fund and Project Primavera.