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X-WR-CALNAME:Employee Benefit Planning Association
X-WR-CALDESC:Serving professionals engaged in employee benefit planning.
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DTSTART;TZID=America/Los_Angeles:20240215T100000
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CREATED:20240102
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SUMMARY:Account-Based Plans: Design and Coordination Strategies, Course #364399
DESCRIPTION:This course is designed to give agents a review of account-based plans, how they operate, and design strategies to maximize client savings (and avoid costly mistakes). Come join PayPro Administrators’ own Bobbi Kaelin for a quick and entertaining (she hopes) course that gives you the knowledge and ideas you can put to use immediately!\n\n\nPresented by: Bobbi Kaelin\nBobbi Kaelin has been with PayPro Administrators, since 1991, where she initially managed client services and marketing, with regards to tax-advantaged benefits. Her expertise has expanded to include compliance, plan design, technical issues, and broker services.\nShe is a certified healthcare reform specialist, CDHC certified, and was one of the few non-agents instructors in California, that provided training for Covered California, for California’s exchange certification.\nShe has done training for school districts, municipalities, private organizations as well as non profits – in HIPAA, ERISA, Plan Design, Compliance. She is a Provider under the Department of Insurance, instructing insurance agents and brokers in continuing education, as has written and instructed courses in Ethics, Consumer Driven Health Plans, COBRA, HRAs, HSAs, ERISA and Cafeteria Plans.\nShe joined the Los Angeles Association of Health Underwriters in 2009, and became a member of the Board of Directors in 2013. In 2018 she was the President of the Los Angeles Association of Health Underwriters, and the Treasurer for EBPA, Los Angeles.\nShe resides in downtown Los Angeles, and is involved in community outreach efforts and active in the Downtown Historic Core.\n\nSponsors\n\n \n
URL:https://ebpa.net/events/account-based-plans-design-and-coordination-strategies-course-364399/
CATEGORIES:Webinars
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