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Volunteer Application <br />Orange County Advisory Boards and Commissions <br />Michael Zuber Page 1 of 2 <br />Home Address:442 Melanie Court <br />Township of Residence: Chapel Hill <br />Zone of Residence: <br />Ethnic Background:white <br />Sex:Male <br />Phone (Day):9805222702 <br />Phone (Evening):9805222702 <br />Phone (Cell):9805222702 <br />Email:michaelalanzuber@gmail.com <br />Name:Mr. Michael Zuber <br />Boards/Commissions applied for: <br />Chapel Hill NC 27514 <br />Place of Employment: Investors Trust Company <br />Job Title:Vice President & Wealth Advisor <br />Name Called: <br />Year of OC Residence:2017 <br />Community Activities/Organizational Memberships: <br />Chapel Hill Tennis Club <br />Chapel Hill-Carrboro Chamber of Commerce <br />Estate Planning Council for Durham/Orange Counties, Greensboro, and High Point <br />Habitat for Humanity Finance Committee <br />Durham Arts Council <br />Past Service on Orange County Advisory Boards: <br />This would be my first Orange County Board volunteer opportunity. <br />Adult Care Home Community Advisory Committee <br />Background, education and experience relevant to this board: <br />Many people in the LTC community are concerned about running out of money, increasing <br />healthcare costs, and whether they are making the right decisions as it relates to their health and <br />money. My business provides peace of mind to people concerned about reaching their financial <br />goals. Most of our clients are in Long Term Care Facilities and I regularly hear about their <br />concerns. I have extensive training as it relates to working with people in their 60 s - 90 s. This <br />includes concerns about their LTC options, Medicare, Medicaid, Social Security, etc. <br />ACCREDITED ESTATE PLANNER(r) <br />Certified Trust & Financial Advisor <br />Masters In Trust & Wealth Management, Campbell University <br />Financial Planning Certificate, Wake Forest University (2018) <br />Alzheimer Foundation of America roadshow training <br />Dementia Friendly Orange County training (10/20/2017) <br />Reasons for wanting to serve on this board: <br />7