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

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

 

Income Tax Planning with Incomplete Non-grantor Trusts

Bio coming soon

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NAIFA's SALES SUMMIT FOR PRODUCERS - AUG 17 + 18
Arizona Biltmore

This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential.

Apex isn't for product training and doesn't contain irrelevant breakout sessions to  leave you feeling that you didn't get the ROI you wanted.

Apex is an event to allow you to fully focus on you and your performance so that you can return back to your practice refreshed, rejuvenated, and ready to be your absolute best for your clients and agency/firm colleagues.

Don't come if you expect the same 'ole, same 'ole conference. Do come if you need one opportunity a year to disconnect from everything and get centered on your growth plan for yourself.

MORE INFORMATION

REGISTRATION INFORMATION

Networking and Philanthropy Cornhole Tournament with DAHU  HAS BEEN RESCHEDULED TO 9/15

 

Thank you Spring Symposium Meeting Sponsors

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MAY 19

DIVERSITY SYMPOSIUM

Adapting your practice to a Changing MainStreetUSA

The US Census is this year. What will it tell us about our changed American population? How will COVID-19 further affect MainStreetUSA? Join us for a program that explores what we need to do in recruiting & retaining new advisors as well as provide exceptional service to a continuously changing MainStreetUSA.

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MAY 20

ADVOCACY IN ACTION DAY

Your Voice is Needed More Than Ever

While we can't go to Capitol Hill this year to visit our Congressional leaders, we can gather together virtually and empower our Grassroots Army. Hear from Congressional leaders and participate in training sessions to empower you to make in-district meetings in August.

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MAY 21

LEADERSHIP DAY

Leading Your Practice in Challenging Times

We're living in the most challenging time in history for American business. How will you lead? Join us for session on leading in uncertain times with expert speakers who will give you the framework for leading change. You will leave the session with confidence to drive your business forward and persevere during COVID-19.

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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. 

Bio

 

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