You are here

NCAHU February 2019 Member Meeting

 Registration is closed for this event

Account Based Health Plans
1 Hour Continuing Education Course

Presented by Julie Rowlands of HealthEquity, Inc



Overview and Learning Objective
Health Savings Accounts and HSA-qualified health plans have grown exponentially in the last several years and most experts agree that the rate of growth will continue to increase under health reform. The number of client questions about these tax-advantaged accounts will almost certainly increase as well. This course is designed to provide agents with the information they need. The highlight of the presentation will be the examples we will run through to make sure attendees understand the eligibility and contribution rules as well as the frequently and not-so-frequently asked questions about account based health plans HSAs, HRAs & FSAs.

Presentation Style
Lecture with PowerPoint slides in a classroom setting. Audience participation will be encouraged and there will be time throughout the course and at the end for questions.

License and Refund Policy
This CE is intended for agents with a Life & Health License. There are no fees charged for this course so no refunds will be given.


 

Julie Rowlands has 15 years of experience in the healthcare and employee benefit space. In her current role with HealthEquity, Julie is responsible for driving growth and education by working with our health plan and TPA Partners, Brokers and employers in California. Julie has the opportunity work with the local Agents and Agencies in Northern California to provide employers of different sizes with “Connecting Health and Wealth” for their employees. With our full portfolio of products we want to empower Americans to save now and for the future with a strategy unites healthcare and retirement. Since 2002 Julie has worked in Sales and Marketing within the health care industry for Health Net, Anthem, Humana, SCAN and HealthEquity where her positions have included Account Manager, Team Manager, Territory Manager, Director of Sales, and Regional Sales Director. Julie Rowlands was born and raised in Northern California. She obtained her Bachelor of Science degree in Agri-Business with a minor in Viticulture at California Polytechnic, San Luis Obispo in 2002. Julie is married with one daughter so when she is not hard at work you can find her and the family at the ranch working with her four legged son – DJ.


Thursday, February 14, 2019

Time: 8:00 am  - 10:00 am

Schedule:
Registration & Breakfast | 7:30 am - 10:00 am
Program | 8:00 am - 9:00 am
Kaiser Facility Tour | 9:00 am - 10:00 am 

Location:
Kaiser Permanente

2235 Mercury Way
Santa Rosa, CA 95407

1 Continuing Education Credit Sponsored By:

Cost:

Member | $10
Non-Member | $20

*Last day to RSVP will be on Monday, February 11, 2019

IMPORTANT NOTICE: All individuals who register for a meeting and fail to attend or cancel within 72 hours of the event will be required to pay the meeting fee in full.

 

When
February 14th, 2019 8:00 AM   through   10:00 AM
Location
Kaiser Permanente
2235 Mercury Way
Santa Rosa, 95407
United States
Event Fee(s)
Member $ 10.00
Non-Member $ 20.00
Sponsor Attendee $ 0.00

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: NCAHU February 2019 Member Meeting


You can also share the below link in an email or on your website.
https://www.northcoastahu.org/civicrm/event/info?id=106&reset=1