BALTIMORE ESTATE PLANNING COUNCIL

Join the Baltimore Estate Planning Council for an celebratory reception as the 2025 - 2026 Council year comes to an end and the proposed 2026 - 2027 Slate of Board Candidates are presented for election.

Sponsored by ClearPlan Wealth Management

Agenda
4:00pm - Networking
4:30pm - Annual Meeting (Board of Directors Slate)
5:00pm - Speaker Presentation
5:30pm - Cocktail Reception
Election of 2026–2027 Officers and Directors

During the Annual Meeting, members will be asked to vote on the following slate of officers and directors for the 2026–2027 year:

Officers

• Sean Kelly, President
• Elizabeth Green, President-Elect
• Jacqueline Yahr, Vice President
• Patrick Guthrie, Secretary
• Abigail Holmes, Treasurer

Board of Directors

• Rita Browne
• Jackson Finigan
• Jake Polivka

The following directors will continue serving on the Board:

• Aquanetta Betts
• Christine Buckley
• Shari Fleming
• Andrew Hahn
• Joe Musumeci
• Max Reamer
• Christina Snyder
• Randy Harris

The Baltimore Estate Planning Council will also recognize and thank the following Board members as they complete their terms of service:

• Tina Lignos
• Susan Mitcheltree
• Scott Tate
• Norris Brodsky
• Marcus Aiello

Please join us in celebrating their contributions and welcoming our incoming leadership team.

Speaker Bio - Michael Bresler is the Founder of Broadheights, a firm focused on helping organizations improve efficiency and impact through operational excellence and practical AI adoption.

With more than 20 years of experience in business operations, innovation, and client success, Michael works with both for-profit and nonprofit organizations to streamline workflows, reduce inefficiencies, and implement technology in a way that enhances, not replaces, professional expertise.

He is known for making AI approachable and actionable, helping professionals identify where it truly creates value in their day-to-day work rather than chasing trends. His workshops emphasize real-world application, clear frameworks, and measurable outcomes.

Michael has led AI and operational strategy initiatives across multiple industries and regularly speaks to leadership groups on integrating AI responsibly and effectively. He also served as Immediate Past Chairman of the Board of Beth Tfiloh Congregation, bringing a strong understanding of governance, leadership, and mission-driven organizations.

Session Summary

Artificial intelligence is everywhere, but where does it actually create value in a professional practice?

This session cuts through the noise to focus on practical, real-world applications of AI in estate planning and advisory work. Rather than positioning AI as a replacement for professionals, it reframes AI as a tool to reduce friction, streamline workflows, and free up time for higher-value client engagement.

Attendees will gain a clear understanding of what AI is and what it is not, along with where it is already being used effectively. Topics include drafting client communications, summarizing complex documents, preparing meeting follow-ups, and supporting internal knowledge management.

Most importantly, this session introduces a simple, actionable framework for getting started. By identifying high-value work, diagnosing inefficiencies, and improving processes before layering in technology, professionals can implement AI in a thoughtful, controlled, and impactful way.

The takeaway is straightforward: start small, focus on one process, and use AI as an accelerator, not a strategy.