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Past Meetings
Here is a list of our past meetings so you can see the content that we provide. Several of our meetings include CE as noted below.
March
2024
Listened to Richard Pocker from Hearing Aid Project and learned about how to support individuals with hearing loss.
February
2024
Got our ACA and Medicare tax questions answered by Adam Wilhelm, owner of Paramount Tax and Accounting.
December
2023
Gathered to celebrate the end of AEP and collect donations for seniors for the holidays. Donations made to Manatee County Meals on Wheels
September
2023
Everything that you want to know about Life Insurance but are afraid to ask
August
2023
2 Hour CE More Trends in the Medicare Marketplace
July
2023
Selling Your Book of Business
June
2023
1 Hour CE Reference Based Pricing
May
2023
4 Hour CE 2023 Florida Law and Ethics
April
2023
How IRMAA Works
March
2023
Manatee County Emergency Medical Services -
Geoffery Cordes - Health Information Services Manager
February
2023
Independent Senior Living - Patty Hamilton - Alloro at University Groves
January
2023
1 Hr CE - Reducing Healthcare Costs with Yoga and Meditation - Wayne Sakamoto - Health Insurance Interactive
November 2022
Estate Planning 101 - Terry O'Brien - First Benefits Group
September 2022
CMS Mandatory Call Recording - Donna Blizman and Debby Miedema
June
2022
Installation of our Board of Directors
May
2022
Fionna McFarland - Florida House of Representatives 72nd District
April
2022
1 Hr CE - Broker Compensation Disclosure Transparency - Carol Taylor - Kirby Employee Benefits
March
2022
COVID Related Employment Questions and Answers - Anne Chapman - Blalock Walters Attorneys at Law
February 2022
PEO Exits: How to Effectively and Efficiently Exit a PEO - Paul Aemisegeo - PayrollMart
January
2022
A New Approach to Community Based LTC: The Role of the Agent - Wendy Reichenbach - Town Square Sarasota
November 2021
1 Hr CE - The New Landscape of LTC Planning - Michael Teller - LTC Planning Specialist
October 2021
1 Hr CE - Medicare Related Considerations for Employers Utilizing Consumer Driven Healthcare Strategies - Trey Tompkins - AdminAmerica
September 2021
Medicare Savings Accounts - Michelle Skenadore - Lasso Healthcare
June
2021
1 Hr CE IRS 226J Letter - Susan Luskin - Diversified Administration
May
2021
Aging Services in our Community - Traci Adams - Manatee County Government Neighborhood Services
April
2021
Medical Marijuana: Misconceptions - Barry Gordon MD - Compassionate Cannibas Clinic
March
2021
HIPAA 101 - Jason Karn - Total HIPAA
February
2021
5 Hr CE - Law and Ethics: Update 2021 - Wayne Sakamoto - Health Insurance Interactive
January 2021
1 Hr CE - Civics for Agents and Brokers - Carol Taylor - Kirby Employee Benefits
November 2020
The Looming Crisis of Long Term Care: The 6 Realities that You need to Know - Margie Barrie - ACSIA Partners
October 2020
1 Hr CE - 2020 Federal COVID-19 Related Employee Compliance Relief - Trey Tompkins - AdminAmerica
September 2020
HIPAA and HITECH
March
2020
2 Hr CE - Taxes and Penalties and Fines, Oh My! - Susan Luskin - Diversified Administration
February
2020
3rd Annual Senior Symposium - Understanding the Emerging Senior Care Ecosystem
January 2020
Agent Successor Agreements - Keith Nabb - Affordable Medicare Solutions