2015 aca seminars presented by: erica t. edmond, mba edmond consulting group, llc phone: (678)...
TRANSCRIPT
2015 ACA Seminars
Presented by:Erica T. Edmond, MBAEdmond Consulting Group, LLCPhone: (678) 224-1328
Seminars • Introduction to Affordable Care Act (ACA)• ACA Tax Subsidy and Penalties• Small Business Health Options Program (SHOP)• Other Health Coverages• Understanding Health Plans• Savings Plans• Business Taxes• Building A Financial Future• Retirement Plans• Business- Risk Management
Intro to ACA
Objective:
•What is the ACA?•Requirements & Exemption•Minimum Essential Service•Metal Plan ( Bronze, Silver, Gold, Platinum)•Network (HMO, POS, PPO)•On Exchange Carriers•Penalities
ACA Tax Subsidy & Penalty
Objective:
•Understanding Tax Subsidy•Tax Penalties•How it affect your taxes?•Premium Tax Credit•Report Changes
Small Business Health Options Program (SHOP)
Objective:
•Explain SHOP marketplace•Requirement & Exemption•Plan Benefits•On/ Off Exchange•Subsidy and Penalties
Understanding Health Plans
Objective:
•Networks (HMO, POS, PPO)•Benefits Plans•Deductibles•Out of pocket Expenses•Individual vs Group Insurance•Supplements
Saving Plans
Objective:
•Define Discounts Plans•Discounts Plans vs Actual Plans•Summary of Benefits with Discount Plans•Minimizing Costs
Building a Financial Future
Objective:
•Creating a budget•Identifying financial needs (Debt, Income, Mortgage, and Education)•Building a financial plan•Financial Solution
Retirement Plans
Objective:
•401k, 403b, IRA, IUL•Term Insurance•Tax Advantages and Disadvantage•Best Solution
Business- Risk Management
Objective:
•Identify Risks•Insurance:
Business Continuation, Business Interruption, Business Liability, and etc)•Finding a solution