CE Day


Monday, March 5

Boro Station Conference Center, Main Floor
1775 Greensboro Station Place
McLean, VA 22102
Tuesday, March 6

Holiday Inn, 5655 Greenwich Rd.
Virginia Beach, VA 23462
Wednesday, March 7

The Place at Innsbrook, 4936-C Cox Rd.
Glen Allen, VA 23060
Thursday, March 8

Hunting Hills Country Club, 5220 Hunting Hills Dr.
Roanoke, VA 24018


Half Day:
$45 (non-members: $60)

8:00 am - 11:45 am
4 CE Credits & Breakfast
Full Day:
$75 (non-members: $90)

8:00 am - 5:00 pm
8 CE Credits, Breakfast & Lunch


Please choose your location to register:

Central - Eastern - Northern - Southwest/Piedmont

Sorry - afternoon half day not available.

Companies sending 5 or more people: contact us at virginiaahu@gmail.com for a discount code to take $10 off your registration.

 CE Day Presentations:

ACA Update


Next Generation Small Group Solutions


Morning SessionAfternoon Session


Thank you to our sponsors:
Platinum Sponsors
Partner Sponsors



The Next Generation of Small Group Healthcare Solutions

Learning to Love Compliance

Creative Ways to Use HSAs as the Building Block for the Ultimate Health Plan

Instructor: Dan Meylan. 2 CEsInstructor: Jennifer LaTour. 1 CEInstructor: Lisa Collins. 1 CE
Affordability is becoming the driving issue for small employers as they seek solutions to keep viable health plans for employees and their families. There are 12 distinct issues driving the rising cost of healthcare, making small group health insurance plansun affordable. Radical solutions to the affordability problem which slash healthcare costs, improve access and quality of healthcare are available. However, they do not exist in the framework of the traditional insurance marketplace. This course introduces several cutting edge concepts that restore affordability and give the small employer active control of those healthcare costs into the future. We will also address the new role of the “healthcareadviser.” Agents and brokers will need to expand the scope of their capabilities and offerings if they intend to build and maintain their client base over the next five years. Love to hate compliance? Does the word “ERISA” keep you awake at night?Do you dread the phone call from your client asking if they are meeting their compliance obligations? Fear no more!
In this interactive seminar, you will be walked through the scary maze of ERISA compliance to ensure you can advise your clients on the ever changing world of compliance. We’ll discuss the need forplan documents – including Wrap Documents - as well as other ERISA requirements that will help keep your clients on track and on time with their compliance document needs, making sure they avoid filing penalties and meet all of the government requirements for their plan.
Accounts can be combined with other benefit programs to provide the best benefit program with the greatest tax savings. We expect that benefit consultants will be able to more confidently discuss critical issues and solutions that exist as they implement these specific plan designs with their clients. The method of instruction will include power point presentations and other information if pertinent to the classroom discussion. The course is taught to health brokers, benefit consultants and other healthcare advisors.

Disability Solutions for the Business Owner

On-Demand Healthcare

An ACA Update for 2018: What Lies Ahead!

Instructor: Susan Campbell. 2 CEsInstructor: Jonathan Lowe. 1 CEsInstructor: Rodger Bayne. 1 CEs
This 2-hour course will cover:
  • A realistic case study that uncovers the problems posed by a disability
  • Personal income replacement and reimbursement of overhead expenses
  • Protecting business obligations and retirement plan contributions
  • Designing specific solutions with personal and business disability products
  • Financial underwriting requirements for business disability products
  • Tax implications of various planning scenarios
This course is designed to educate licensed individuals on what On-Demand Healthcare Services are, be able to describe the different services available, and understand the know the benefits and common concerns.
Having knowledge of the On-Demand Healthcare industry will allow you to explain the many options available for your clients to receive medical care. Knowing this can help your customers view you as their trusted advisor for any subject regarding Healthcare.
Students will be brought up to date with various changes to the ACA landscape. Changes initiated by regulators, the administration, Congress (through the Tax Reform legislation & Budget negotiations) will be reviewed for discussion and impact. The class will look forward to the impact, cause and effect of various potential changes and market responses by health insurance carriers, insurance producers and what those mean to consumers.