FALL SYMPOSIUM - OCTOBER 27 2022 - 8:30 AM - 4:00 PM
Odessa Fire Hall, Odessa, DE
304 Main St Station 24, Odessa, DE 19730

Our full roster of speakers will be posted soon. We will have 7 speakers present on current industry topics. A light breakfast and full lunch is included. Attendees will earn DE and PA Insurance and CFP credits for the sessions they are in attendance for.

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Jill Hutt, Vice President of Member Services
Greater Philadelphia Business Coalition on Health

Filing for 1 Insurance General CE for DE and PA and 1 CFP credit

Preventing Diabetes in the Workforce – A call to Action to Improve Health and Lower Costs

Jill Hutt serves as Vice President of Member Services with the Greater Philadelphia Business Coalition on Health. In this role, she works to increase awareness about the Coalition's mission, build membership, and lead projects focused on healthcare transparency, population health and well-being, and value-based purchasing. Ms. Hutt has over 25 years of experience as a healthcare industry professional in developing and marketing health benefits programs and advocating for quality and safety improvement, working with multi-disciplinary payer, employer, provider, nonprofit and regulatory stakeholders. She was previously employed by a major health plan, a national benefits consulting firm, and a biotechnology company. In 2017 Ms. Hutt was awarded the Bruce Bradley Fellowship with The Leapfrog Group. Ms. Hutt holds a Bachelor of Science degree in Business Administration from Bucknell University and a Master of Science degree in Health Policy from the Thomas Jefferson University Jefferson College of Population Health.

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Edward Fronczkowski, CPA
Partner
Mailli LLP, Accountants, Advisors

Filing for 1 Insurance General CE for DE and PA and 1 CFP credit

Income Tax Planning with Incomplete Non-grantor Trusts

Edward Fronczkowski is a partner at Maillie LLP, with offices in West Chester and Wilmington. Ed is Licensed in both Delaware and Pennsylvania. Ed brings a solid grounding in all phases of accounting to his practice, which includes a wide range of clients in technology, education services, professional service organizations, not-for-profit organizations and governmental agencies. He also has extensive experience with tax planning using trusts and the associated preparation of returns.

A graduate of Goldey-Beacom College, Ed joined the firm in 1997. Prior to Maillie, Ed worked for Haggerty & Haggerty, a regional CPA firm for approximately eight years. He obtained his CPA designation in 1994.
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Joan Miles
Medicare Specialist
HTA

Filing for 1 Insurance LTC CE for DE and PA and 1 CFP credit

Medicare Enrollment A to Z through 2023

Joan has been working with HTA Insurance for 3 years as a Senior Client Services Specialist.  She is also one of the key members of HTA’s Employer Services Division.  Her role in both of these departments taps into her experience with presenting and teaching.  She actively provides client education seminars and webinars for various employer groups and financial advisors.

Prior to joining us at HTA, Joan taught in public and private school systems. She also has experience training medical professionals on how to document information using an electronic medical record (EPIC) that most hospitals use nationwide.

In her free time, she enjoys traveling, teaching spin classes, and walking.  She earned her bachelor’s degree in Education from Westminster College in New Wilmington, PA.  She became a certified insurance agent in 2019. Joan currently lives in Morgantown, Pennsylvania with her husband and two sons.

Cindy Lupinetti

Market Conduct Examiner at State of Delaware Department of Insurance

Filing for 1 Insurance Ethics CE for DE and PA and 1 CFP credit

Ethical Insurance Practices for Agents

Cindy Lupinetti has been in the role of Market Conduct Examiner with the Delaware Department of Insurance since 2019. She will speak on Ethics in Insurance. Cindy is also a Co-Founder of Heroes for Hooters (started in 2013) a Delaware nonprofit raising money and awareness for Breast Cancer along with our First Responders.

Bradbury S. Arnold, Esq.

Pension Consultant
Limestone Pension

Defined Cash Benefit Plans

Committed to staying on the cutting edge of retirement plan design, Brad has been a pension consultant for over 30 years in the Delaware/Philadelphia region. Brad spends time with employers communicating the best ways to maximize the benefits of their qualified retirement plans. Brad joined Limestone Pension Associates in 2007 and is one of the two LLC members who run the firm. Brad regularly speaks to professional groups on a wide range of retirement plan topics. Brad has been an active member of the Pennsylvania Bar since 1993 and the American Society of Pension Professional Actuaries (ASPPA) since 1994.

Howard Jonas, ChFC, CLU, REBC, CASL

Director of Advanced Sales
Crump Life Insurance Services

 

Buy-Sell Agreement Options

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Networking and Philanthropy Cornhole Tournament with DAHU  HAS BEEN RESCHEDULED TO 10/15

 

Thank you Spring Symposium Meeting Sponsors

Recording below: Bill Cates shared his knowledge of communicating your value and growing your business. He's the author of  Radical Relevance: Sharpen Your Message, Cut Through the Noise, Win More Ideal Clients. Unfortunately due to COVID, this meeting had to be changed to a virtual format. If you were unable to join at that time, we have shared a link to the recording below.

Chris works with select brokers to grow their business while leveraging the comprehensive resources that Savoy has developed to best manage the challenges facing employer groups of all sizes. Savoy is a regional general agency with over 30 true GA contracts, offering comprehensive employer services consulting, in the New York, Connecticut, New Jersey, Pennsylvania, and Delaware markets. Chris is also the President of the Greater Philadelphia Association of Health Underwriters, currently the second largest chapter in the country. Before joining Savoy, Chris was a successful sales leader with UnitedHealthcare representing group medical and ancillary products.  During his 10 year tenure with UnitedHealthcare, Chris was consistently one of their top producing representatives, and successfully completed UnitedHealthcare’s nationally recognized “Emerging Leader Program”. His performance was acknowledged with several awards including the “Most Valuable Player Award” from the Pennsylvania Health Plan. Chris received his Masters Degree from Penn State University. 

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