Regional Member Briefing - Philadelphia - July 27, 2017

Overview

Thursday, July 27, 2017 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your single and multi-family office peers over lunch.

Attendance is included with membership, but advance registration is required.

Recommended for: 
FOX Members

Location

Marsh USA Inc. Offices
1717 Arch Street, 11th Floor
Philadelphia  Pennsylvania  19103
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
   
12:00 pm Lunch and Presentation/Q&A
   
  Presenter: Meg Bricker, Principal, Mercer
   
  In this session, Meg Bricker, Principal at Mercer, will discuss navigating the marketplace of individual and family healthcare plans. Medicare and prescription drug options, with emphasis on risk sensitivity, coverage preferences, cost effectiveness, and lifestyle factors including travel and network sensitivity will also be covered. 
   
1:00 pm Peer Dialogue
   
1:30 pm Adjourn

 

  

 

Meg Bricker, Principal, Mercer

Meg Bricker is a Principal at Mercer and Leader of Mercer Marketplace 365 Individual Solution and is located in the Norwood, MA office. In this role, Meg is a member of the leadership team for the Individual and Retiree Exchange Solutions. 
 
Meg’s responsibilities include managing the relationship with GetInsured and our ancillary carriers, strategic development of products under the individual solution, identifying business opportunities for additional sales, and educating Mercer Marketplace 365 exchange resources and the Mercer community. This includes working with other Marsh & McLennan companies including Marsh Private Client Services (PCS), which works with family offices to educate and provide resources for the individual market. In addition, Meg works on RFPs, hiring and developing staff, direct development of sales materials, and management reporting. 
 
Meg joined Mercer in June 2005. Prior to relocating to the Norwood office, she was based in the Washington, DC office and worked for 10 years as a consultant in Mercer’s Health & Benefits practice focusing on strategic planning and design for large employers. Her Mercer career began in Mercer’s Boston office. Meg holds a bachelor’s degree in finance with a minor in applied mathematics from Franklin and Marshall College.
 

 

Mariann Mihailidis, Managing Director, Councils

Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.

Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies.

She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Mariann received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
 
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.
 
Ms. Rush received a bachelor’s degree in political science from Southern Illinois University.