PERSONAL ORGANIZATION & PREPAREDNESS: CREATING A 911 FINANCIAL BINDER
FEATURING: JESSICA MARTIN STEUK
Listen in as host Jerry Kelsheimer chats with Jessica Martin Steuk, Senior Vice President & Private Banking Manager at Civista Bank, a full-service financial institution that serves the needs of consumer, business, mortgage, and wealth management customers.
Jerry and Jessica discuss how healthcare leaders and physicians can strengthen both personal and organizational preparedness through the creation of a 911 Financial Binder. This essential resource compiles critical financial, legal, and operational information in one secure, easily assessable place.
What You’ll Learn:
- What a 911 Financial Binder is
- Benefits of creating one
- Critical items included in the binder
- Deciding who has access
- Real life examples of those who have benefited
Resources:
Jerry Kelsheimer: Bio
Jessica Martin Steuk: Bio
Civista Bank: www.civista.bank
Click here to download the 911 Financial Binder checklist.
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