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Tuesday, September 29, 2015 LiveBergen Chapter

Financial Planning - Affordable Care Act (E1509669)

7:30 AM - 11:30 AM EDT

Registration: 7:00 AM EDT

Bergen Community College

Technology Education Center - Room T-128,
Paramus , NJ 07652

4 CPE Credits in CS

OVERVIEW

BENEFITS

Earn 4 CPE credits in Consulting Services.

HIGHLIGHTS

This seminar will provide an overview of the Affordable Care Act and the many provisions that are applicable to you and your clients. It will address the mandates placed on both employers and individuals, the subsidies, tax credits, penalties, and information reporting requirements. Also to be discussed are HDHP's, HSA's, HRA's, and FSA's as they integrate with the current law.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$25 late fee will be applied after 9/27. Season pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Stephanie Colonna-Romano

Stephanie Colonna-Romano

Director, Employee Benefits

Martin Insurance Group

Stephanie Colonna-Romano is director of Employee Benefits at Martin Insurance Group. Over the past decade she has had a hand in developing nearly every part of the business. She has served as the director of the firm's Continuing Education program, built an underwriting team that ensures quality control for all new business transactions, and most recently, she overhauled the Broker Services division - which now delivers an even higher level of support and services to the firm's broker partners.

A graduate of Rhodes College in Tennessee, she lives with her husband and young son in Somerset, New Jersey.

Edward Gaelick

Edward Gaelick, CLU, ChFC

Founder

PSI Consultants

Ed Gaelick founded PSI Consultants in 1985 to provide a broad range of Life & Health Insurance products and services to individuals and business owners. His formula for success is to offer quality products from only the strongest financial institutions, provide unmatched service to every client and keep on the cutting edge of knowledge and better techniques. Ed's commitment to building lasting relationships with his clients is overshadowed only by his integrity. Ed has earned great respect from his clients and professional associates by never compromising quality, service and trust.

Throughout his 35 year career, Ed has earned many of the highest professional honors awarded in the Life & Health Insurance Industry. He is a Life and Qualifying member of the Million Dollar Round Table with many Court and Top of the Table qualifications as well as many other National Sales and Quality awards. Having earned two prestigious designations, Ed is the go-to insurance professional and shares his vast knowledge and experience with a national audience by being a contributing author for two books, numerous articles on the hottest insurance topics of today and many speaking engagements.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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