CHAPTER MEETING

Tuesday, August 8, 2023 

Title:

Addressing Client Questions on Property/Casualty Insurance

Speaker(s):
Kevin Panzera, CAPI, Vice President, Private Client Services
Marsh McLennan Agency 

Ramona Johanneson, Area Vice President
Arthur J. Gallagher Risk Management Services

Thank You to Our Meeting Strategic Partner!

Program Description:
Join FPA SF for an opportunity to address pressing questions surrounding property casualty insurance. Many homeowners in the Bay Area are facing issues securing and keeping affordable home insurance. As more insurance companies try to pull away from California, listen to our experts discuss how to navigate this complicated landscape. Our experts will also be answering common client questions around umbrella insurance, red flags for carriers, among others. Be ready to bring actionable items to your clients, and provide more excellent advice.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):
Kevin Panzera, CAPI, Vice President, Private Client Services, Marsh McLennan Agency
Kevin Panzera is a Senior Business Development Executive with Marsh McLennan Agency Private Client Services. He focuses on providing expert insurance consultation to corporate executives, business owners and other successful individuals and families. Kevin began his career at a regional brokerage in South Africa, and has spent the rest of his 29 year career working with both small, boutique agencies and multinational firms. In 2014, Kevin sold his agency in South Africa and immigrated to the US with his family. Kevin holds the Certified Advisor of Personal Insurance designation from the Wharton School of the University of Pennsylvania, Aresty Institute of Executive Education. 

Ramona Johanneson, Area Vice President, Arthur J. Gallagher Risk Management Services
Ramona Johanneson is a Senior Vice President for Arthur J Gallagher Risk Management Services. She is an insurance broker who specializes in personal insurance with an emphasis on property insurance, auto insurance, personal excess liability insurance and insurance riders for valuables of art and jewelry. She has over 30 years of experience in the insurance field. Ramona handles the personal insurance for financial guru, Suze Orman, and consulted for the Suze Orman Insurance Kit. 

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speakers' Presentations
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes   
4:30 pm - Networking