1. IMPUTE THIS! The Continuing Saga of Imputed Income for Non-Spouse / Dependent Health Plan Beneficiaries
(1 MA CE Approved C03648)
Brief Overview: The issues for brokers and employers: determining whether/when a “Dependent” is eligible for health coverage under the employer’s health plan and what is considered “Dependent” under Federal tax code for the exclusion of employer paid health coverage; tax issues related to health coverage for same-sex spouses, children, and ex-spouses under Mass Law ( and other New England states) – and MA HCR extended coverage examples, exclusions, and analysis of imputed income.

Presenter: Richard A. Szczebak, Esq. has more than 20 years of experience as an ERISA benefits lawyer and consultant. He is Of Counsel to Parker Brown & Macaulay, P.C.

2. Seven Elements of a Successful Worksite Wellness program
(1 MA CE Approved C03582)
Brief Overview: Debra Wein will present the how to’s of designing a Corporate Wellness Program that inspires employees to make simple and positive changes in their lives and improve their health while working to lower healthcare costs for companies. This seminar will review the Seven Elements necessary when establishing a successful Worksite Wellness program as well as review the different types of wellness programs available with a focus on ROI.

Presenter: Debra Wein is an internationally recognized expert on health and wellness and has designed award winning programs for both individuals and corporations around the world.

Take Five/Make Five:  Get set to grab a cup of coffee and do some fast networking… The “Take Five / Make Five” networking program pairs you up with other vendors, exhibitors and colleagues in the industry for five minutes. Sit down and talk about the industry, the weather, sports or politics – whatever you want, but make it quick.  At the end of each five minute session you’ll exchange cards and then we’ll pair you up with someone else… for the next five minutes.  It’s fun, it’s fast, and it’s a great way to network in a no pressure atmosphere!

2. The Acquisition Marketplace and the Value of Your Business
(1 MA CE Approved C03581)
Brief Overview: How do you build value in an uncertain future? This presentation helps you explore key value factors, and important rules to consider if you are selling or are in the process of selling your agency. Do you understand the market conditions and who is buying? What are the factors working against Sellers today - the factors  that are not in your control - even if you are not selling in the near future.

Presenter: Patrick O'Keefe, Vice President, Mergers & Acquisitions/ Northeast/ Digital Insurance, Inc. uses his 17 years of experience and relationships in the insurance and financial services industries to drive planning solutions for independent agents and agencies focused on the small group marketplace.

LUNCHEON with Guest Speaker

Bryan Dodge on Leadership featuring:
The Good Life Rules - 8 Keys to being Your Best at Work and Play

1. Individual Disability Income Insurance: Contract & Product (IDI/PROD)
(1 MA CE approved)

Brief Overview: Your clients are healthy and working - hard to imagine illness or injury, but - what would happen if paychecks suddenly stopped because they were too sick or injured to work?
Attendees will:
Explore the evolution and market forces influencing disability insurance?
What makes one contract better than another?
How long does it take to issue a disability income policy?
Discuss examples of specific plan design changes that will add value for both Employers and Consumers - providing supporting research, standards of care, market demands and/or industry trends.

Presenter: Eric Bach, Regional Account Executive - Disability Income. Eric has been an esteemed member of the insurance field for the past seven years and has a broad range of experience including group and individual disability markets with a focus on executive benefit planning.

2. Is Your Company Ready for the New Data-Breach Regulations?
(1 MA CE Approved C03579)
Brief Overview: In September 2008, Massachusetts issued the strictest data-breach regulations in the country. Employers now have until Janualy 1, 2010 to comply with requirements that go beyond established federal standars. The Massachusetts data-breach law affects individuals, corporations, associations, and partnerships, and may require significant operational and technological changes for those entities having custody of personal information, including employer records and customer data. Learn how this will affect your business and even your relationships with your clients.

Presenter - Lynda Slevoski, Associated Industries of Massachusetts serves as vice president of the AIM Employer's Resource Group, which provides human resources, training and information services to member companies.

Please Join Us for MassAHU's Closing Reception in honor of Charlie Baker
The MassAHU Board of Directors invites YOU to join us for Cocktails and Hors d'oeurves in the Double Tree Hotel Lounge as we recognize and thank Charlie for his leadership and service as past President and CEO of Harvard Pilgrim Health Care, Inc. from May 1999 through July 2009.

Sponsored by HR Concepts