Affordable Health Care Act
REGISTRATION IN ADVANCE IS NO LONGER AVAILABLE FOR THIS PRESENTATION. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, DECEMBER 5, 2013
(Breakfast served 7:30-8:00 a.m.; Program 8:00 –9:00 a.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: FRIDAY, NOVEMBER 29 (IN COUNCIL’S OFFICE)
CAROLYN MCCLANAHAN
THE ONGOING SAGA OF HEALTH CARE REFORM
Sponsored by Baylor Healthcare System Foundation
The implementation of the Affordable Care Act has begun in full force. This will significantly affect the advice planners, accountants and attorneys will provide in regards to healthcare, insurance and taxes. This session will provide an overview of the law and the significant areas of the law you should understand to meet the needs of your clients. The attendee will receive an overview of the Affordable Care Act, understand the how health insurance will be sold in the future, and will be given tools to help understand the needs of small businesses and individuals in the insurance market. Dr. McClanahan will also provide an update on the status of health reform implementation. Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. . Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning. In addition to taking care of clients in her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability and health care reform.
There is continuing ed credit pending for this presentation.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE – FRIDAY, NOVEMBER 29.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com). THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOTACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $38).
Name: ________________________________________
____$37 (Member/Meal) __$60 (Guest) ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
____$37 (Member/Meal) ___$60 (Guest) ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
