Past Meetings

Softwave Therapy: Dr. Kan Kirschner will show us how this can benefit your clients

Chris Williams will explain how to leverage AI for a competitive advantage 

1 Hour CE: Inflation Reduction Act Changes and M3P

Annual Holiday Party

1 Hour CE How Medicare Impacts GroupHealth Plans

Value Based Care: Archwell Health - Karen Birbeck and Deborah Black

4 Hour CE refresher course in Long Term Care - presented by Margie Barrie

Update on CMS Medicare Rules - presented by Max Karlin from NABIP

1 Hour CE: Rising Cost of Pharmacy, Why?

Estate Planning for Challenging Situations - presented by Joseph Lieberman and Brad Washio from Regions Bank

Listened to Richard Pocker from Hearing Aid Project and learned about how to support individuals with hearing loss.

Got our ACA and Medicare tax questions answered by Adam Wilhelm, owner of Paramount Tax and Accounting.

Gathered to celebrate the end of AEP and collect donations for seniors for the holidays. Donations made to Manatee County Meals on Wheels

Everything that you want to know about Life Insurance but are afraid to ask

2 Hour CE More Trends in the Medicare Marketplace

Selling Your Book of Business

1 Hour CE Reference Based Pricing

4 Hour CE 2023 Florida Law and Ethics 

How IRMAA Works

Manatee County Emergency Medical Services -

Geoffery Cordes - Health Information Services Manager

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Independent Senior Living - Patty Hamilton - Alloro at University Groves

1 Hr CE - Reducing Healthcare Costs with Yoga and Meditation - Wayne Sakamoto - Health Insurance Interactive

Estate Planning 101 - Terry O'Brien - First Benefits Group

CMS Mandatory Call Recording - Donna Blizman and Debby Miedema 

Installation of our Board of Directors

Fionna McFarland - Florida House of Representatives 72nd District

1 Hr CE - Broker Compensation Disclosure Transparency - Carol Taylor - Kirby Employee Benefits

COVID Related Employment Questions and Answers - Anne Chapman - Blalock Walters Attorneys at Law

PEO Exits: How to Effectively and Efficiently Exit a PEO - Paul Aemisegeo - PayrollMart

A New Approach to Community Based LTC: The Role of the Agent - Wendy Reichenbach - Town Square Sarasota

1 Hr CE - The New Landscape of LTC Planning - Michael Teller - LTC Planning Specialist 

1 Hr CE - Medicare Related Considerations for Employers Utilizing Consumer Driven Healthcare Strategies - Trey Tompkins - AdminAmerica

Medicare Savings Accounts - Michelle Skenadore - Lasso Healthcare

1 Hr CE IRS 226J Letter - Susan Luskin - Diversified Administration

Aging Services in our Community - Traci Adams - Manatee County Government Neighborhood Services

Medical Marijuana: Misconceptions - Barry Gordon MD - Compassionate Cannibas Clinic

HIPAA 101 - Jason Karn - Total HIPAA

5 Hr CE - Law and Ethics: Update 2021 - Wayne Sakamoto - Health Insurance Interactive

1 Hr CE - Civics for Agents and Brokers - Carol Taylor - Kirby Employee Benefits

The Looming Crisis of Long Term Care: The 6 Realities that You need to Know - Margie Barrie - ACSIA Partners

1 Hr CE - 2020 Federal COVID-19 Related Employee Compliance Relief - Trey Tompkins - AdminAmerica

HIPAA and HITECH

2 Hr CE - Taxes and Penalties and Fines, Oh My! - Susan Luskin - Diversified Administration

3rd Annual Senior Symposium - Understanding the Emerging Senior Care Ecosystem

Agent Successor Agreements - Keith Nabb - Affordable Medicare Solutions