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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.
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March
2024
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Listened to Richard Pocker from Hearing Aid Project and learned about how to support individuals with hearing loss.
February
2024
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Got our ACA and Medicare tax questions answered by Adam Wilhelm, owner of Paramount Tax and Accounting.
December
2023
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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
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Everything that you want to know about Life Insurance but are afraid to ask
August
2023
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2 Hour CE More Trends in the Medicare Marketplace
July
2023
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Selling Your Book of Business
June
2023
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1 Hour CE Reference Based Pricing
May
2023
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4 Hour CE 2023 Florida Law and Ethics
April
2023
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How IRMAA Works
March
2023
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Manatee County Emergency Medical Services -
Geoffery Cordes - Health Information Services Manager
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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