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

Other Health Plans

Objective:

•CHIP•Medicare•Tricare•Well Care•Grady•Discount Plans

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