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X-ORIGINAL-URL:https://www.miplanners.com
X-WR-CALDESC:Events for Michigan Planners
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DTSTART;TZID=America/Detroit:20260414T110000
DTEND;TZID=America/Detroit:20260414T130000
DTSTAMP:20260417T174639
CREATED:20260119T115229Z
LAST-MODIFIED:20260119T120414Z
UID:10000020-1776164400-1776171600@www.miplanners.com
SUMMARY:Stop the Bleed: Funding Models Designed to Reduce Costs
DESCRIPTION:Summary: \nThis two-hour\, in-person roundtable is designed for mid-market employers exploring alternative funding models to better control rising benefit costs. Through guided discussion and peer conversation\, we will walk through common funding approaches being considered by employers in the 50–250+ employee range and share practical considerations around what may be realistic at different stages of growth. Additional panel details and discussion topics will be shared as the session is finalized. \nPlease note: this roundtable will be offered on two separate dates and locations. April 14th will be hosted at our Washington office\, and April 21st will be hosted at our Traverse City office. Attendees should register for the session location they plan to attend. \nSAVE YOUR SPOT! Register here to save your spot or visit the event website to register. All events require registration.
URL:https://www.miplanners.com/event/stop-the-bleed-funding-models-designed-to-reduce-costs/
LOCATION:Washington Michigan Planner’s Office\, 59259 Van Dyke Ave\, WASHINGTON\, MI\, 48094-2205\, United States
ATTACH;FMTTYPE=image/png:https://www.miplanners.com/wp-content/uploads/2026/01/Cost-Containment-Series-social-box-2026.png
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260317T110000
DTEND;TZID=America/Detroit:20260317T120000
DTSTAMP:20260417T174639
CREATED:20260119T114552Z
LAST-MODIFIED:20260119T114552Z
UID:10000019-1773745200-1773748800@www.miplanners.com
SUMMARY:Turning Smarter Strategies Into Green Savings and Golden Results
DESCRIPTION:Summary: \nThis one-hour webinar will kick off a practical conversation around how more intentional benefit strategies can help employers better manage costs and uncover meaningful savings. Through a moderated panel discussion with industry partners\, we will explore emerging approaches\, real-world considerations\, and strategic thinking designed to move organizations from reactive decisions to more thoughtful\, long-term planning.
URL:https://www.miplanners.com/event/turning-smarter-strategies-into-green-savings-and-golden-results/
ATTACH;FMTTYPE=image/png:https://www.miplanners.com/wp-content/uploads/2026/01/Cost-Containment-Series-social-box-2026.png
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/meeting/register/2DNZLjF8TJuOg1joHLHEwg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260224T110000
DTEND;TZID=America/Detroit:20260224T120000
DTSTAMP:20260417T174639
CREATED:20260119T114113Z
LAST-MODIFIED:20260119T114214Z
UID:10000018-1771930800-1771934400@www.miplanners.com
SUMMARY:Personalizing Your Risk Assessment in 2026
DESCRIPTION:Summary: \nThis one hour webinar will focus on how employers can better understand and personalize their risk profile heading into 2026 using profile insights and claims data. Through a moderated panel discussion with Michigan Planners\, the session will explore how risk assessment can inform funding decisions and introduce high level approaches and point solutions designed to help control rising costs.
URL:https://www.miplanners.com/event/cost-containment-personalizing-your-risk-assessment-in-2026/
ATTACH;FMTTYPE=image/png:https://www.miplanners.com/wp-content/uploads/2026/01/Cost-Containment-Series-social-box-2026.png
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/meeting/register/kHmpCMZ5RluIH0B4hYoi7g
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260219T100000
DTEND;TZID=America/Detroit:20260219T230000
DTSTAMP:20260417T174639
CREATED:20260210T222615Z
LAST-MODIFIED:20260210T222615Z
UID:10000025-1771495200-1771542000@www.miplanners.com
SUMMARY:2026 Compliance Outlook
DESCRIPTION:This webinar provides a forward-looking overview of the evolving compliance landscape for employers in 2026. Participants will receive a recap of major legislative and regulatory changes from the prior year along with insight into emerging developments that may impact benefit plans\, workforce policies\, and employer responsibilities. The session is designed to help HR leaders\, executives\, and finance teams stay proactive\, reduce risk\, and prepare their organizations for the year ahead. \nSpeaker: John Gardiner and the Bodman Law Compliance Team
URL:https://www.miplanners.com/event/2026-compliance-outlook/
ATTACH;FMTTYPE=image/png:https://www.miplanners.com/wp-content/uploads/2026/02/compliance-clarity-Series-social-box-2026.png
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/meeting/register/pg3f_adpQd-2GDwcrjETYw
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260211T110000
DTEND;TZID=America/Detroit:20260211T120000
DTSTAMP:20260417T174639
CREATED:20260119T113416Z
LAST-MODIFIED:20260119T114303Z
UID:10000017-1770807600-1770811200@www.miplanners.com
SUMMARY:Post-Renewal Playbook: What to Do After the Rate Shock
DESCRIPTION:Summary: \nThis one hour kickoff webinar launches our 2026 monthly Cost Containment Series and explains the key drivers behind recent renewal increases across Michigan and their impact on finances\, workforce health\, and long term business strategy. The session helps employers move from reactive renewal decisions to proactive post renewal planning by providing clear next steps and setting the stage for the funding\, plan design\, and care delivery strategies that will be explored throughout the series. \n 
URL:https://www.miplanners.com/event/cost-containment-what-to-do-after-the-rate-shock/
ATTACH;FMTTYPE=image/png:https://www.miplanners.com/wp-content/uploads/2026/01/Cost-Containment-Series-social-box-2026.png
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/meeting/register/bOQ53-y5S2Cfmd1-g9gdfg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20251028T100000
DTEND;TZID=America/Detroit:20251028T110000
DTSTAMP:20260417T174639
CREATED:20250513T180901Z
LAST-MODIFIED:20251006T120221Z
UID:10000014-1761645600-1761649200@www.miplanners.com
SUMMARY:Frequently Asked Compliance Questions
DESCRIPTION:Compliance questions can be tricky\, and misunderstandings can lead to costly mistakes. This session will tackle common challenges in tax compliance\, ERISA\, HRAs\, cafeteria plans\, reporting and disclosure\, and the Affordable Care Act (ACA). Get clear answers to frequently asked questions and practical guidance to help you navigate these regulations with confidence.
URL:https://www.miplanners.com/event/understanding-medicare-and-cobra/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/compliance-clarity.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/81028674712
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250916T100000
DTEND;TZID=America/Detroit:20250916T110000
DTSTAMP:20260417T174639
CREATED:20250513T180714Z
LAST-MODIFIED:20250513T211405Z
UID:10000013-1758016800-1758020400@www.miplanners.com
SUMMARY:Mastering Health Savings Accounts (HSAs)
DESCRIPTION:Larry will cover the fundamentals of Health Savings Accounts (HSAs)\, including eligibility requirements\, contribution limits\, tax benefits\, and compliance considerations. Learn how HSAs can benefit both employers and employees\, while ensuring your organization stays compliant with the latest regulations surrounding these accounts. Perfect for HR professionals and benefits administrators looking to maximize the value of HSAs.
URL:https://www.miplanners.com/event/mastering-health-savings-accounts-hsas/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/compliance-clarity.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/88901913330
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250819T100000
DTEND;TZID=America/Detroit:20250819T110000
DTSTAMP:20260417T174639
CREATED:20250513T180504Z
LAST-MODIFIED:20250715T165101Z
UID:10000012-1755597600-1755601200@www.miplanners.com
SUMMARY:One Big Beautiful Bill and What Employers Need to Know
DESCRIPTION:Join us for an informative session on the One Big Beautiful Bill Act\, recently signed into law on July 4\, 2025. John David Gardiner\, Chair of Bodman’s Workplace Law Group\, will break down the key provisions impacting employee benefits\, tax credits\, and compliance for employers. We’ll cover what’s changing for health plans\, Paid Family and Medical Leave\, dependent care benefits\, and more. This is a great opportunity to get practical guidance\, ask questions\, and ensure your organization is prepared for the new requirements in 2025 and beyond.
URL:https://www.miplanners.com/event/frequently-asked-compliance-questions/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/compliance-clarity.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/86939404237
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250722T100000
DTEND;TZID=America/Detroit:20250722T110000
DTSTAMP:20260417T174639
CREATED:20250513T180047Z
LAST-MODIFIED:20250513T211740Z
UID:10000011-1753178400-1753182000@www.miplanners.com
SUMMARY:The Strategic Shift: ICHRAs\, Medicare and Claims Intelligence
DESCRIPTION:Hosts: Aaron MacDonald\, Chief Strategy Officer & Wes Shivel\, Medicare Specialist\, Michigan Planners \nExplore how employers are using ICHRAs and Medicare to control costs while offering flexibility and choice. We’ll also dive into how claims data can uncover opportunities\, support plan design decisions\, and guide ongoing strategy. The session will highlight real examples of how data-driven insights lead to long-term savings.
URL:https://www.miplanners.com/event/the-strategic-shift-ichras-medicare-and-claims-intelligence/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/cost-containment.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/85600216339
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250717T130000
DTEND;TZID=America/Detroit:20250717T140000
DTSTAMP:20260417T174639
CREATED:20250513T175904Z
LAST-MODIFIED:20250513T211734Z
UID:10000010-1752757200-1752760800@www.miplanners.com
SUMMARY:Scaling Up and Scaling Out: Turning MI Planners into an AI Success Factory
DESCRIPTION:This final session helps you take everything you’ve learned and build a plan to roll it out across the company. We’ll cover how to pick the right projects\, show the value of AI to your leadership team\, and keep the momentum going with small wins and smart tracking. \nWhy it matters: AI can make a big difference but only if it’s rolled out with purpose. This session sets you up to lead that transformation with confidence.
URL:https://www.miplanners.com/event/scaling-up-and-scaling-out-turning-mi-planners-into-an-ai-success-factory/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/86113560138
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250710T130000
DTEND;TZID=America/Detroit:20250710T140000
DTSTAMP:20260417T174639
CREATED:20250513T175729Z
LAST-MODIFIED:20250513T211717Z
UID:10000009-1752152400-1752156000@www.miplanners.com
SUMMARY:AI While You Sleep: Making Your AI Agent Team Autonomous
DESCRIPTION:AI can work around the clock. In this session\, we’ll show how to set up automations so your AI assistants handle tasks overnight like reviewing claims or summarizing reports and are ready with insights by the time you log in. \nWhy it matters: Free up your day for high-value work by letting AI take care of the routine stuff while you’re off the clock.
URL:https://www.miplanners.com/event/ai-while-you-sleep-making-your-ai-agent-team-autonomous/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/84346161487
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250708T100000
DTEND;TZID=America/Detroit:20250708T110000
DTSTAMP:20260417T174639
CREATED:20250513T175527Z
LAST-MODIFIED:20250513T211709Z
UID:10000008-1751968800-1751972400@www.miplanners.com
SUMMARY:HSA Strategies That Drive Savings
DESCRIPTION:Host: Michael DiLorenzo\, CEO\, Michigan Planners & Aaron MacDonald\, Chief Strategy Officer\, Michigan Planners \nHealth Savings Accounts (HSAs) are more than just a tax-advantaged benefit—they’re a powerful long-term cost containment tool. This session will focus on how employers can leverage HSAs to lower costs\, engage employees\, and support consumer-driven healthcare. We’ll cover best practices\, contribution strategies\, and how tools like MPI’s MI Life Plan can maximize impact.
URL:https://www.miplanners.com/event/hsa-strategies-that-drive-savings/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/cost-containment.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/84684253615
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250626T130000
DTEND;TZID=America/Detroit:20250626T140000
DTSTAMP:20260417T174639
CREATED:20250513T175342Z
LAST-MODIFIED:20250513T211702Z
UID:10000007-1750942800-1750946400@www.miplanners.com
SUMMARY:Delegating Tasks to Teams of AI Agent Assistants
DESCRIPTION:Instead of one general AI\, what if you had a small “team” of AI helpers\, each doing a specific job like reviewing documents or answering benefit questions? You’ll learn how to break down big tasks into smaller pieces and let different AI agents handle each one. \nWhy it matters: This is how you scale your productivity. AI can help in more areas when it’s focused and structured just like your human team.
URL:https://www.miplanners.com/event/delegating-tasks-to-teams-of-ai-agent-assistants/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/89700050412
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250624T100000
DTEND;TZID=America/Detroit:20250624T110000
DTSTAMP:20260417T174639
CREATED:20250513T174555Z
LAST-MODIFIED:20250626T183159Z
UID:10000006-1750759200-1750762800@www.miplanners.com
SUMMARY:Funding Smarter: Creative Strategies\, Self-Funding & Risk Management
DESCRIPTION:
URL:https://www.miplanners.com/event/funding-smarter-creative-strategies-self-funding-risk-management/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/cost-containment.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/82505034477
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250619T130000
DTEND;TZID=America/Detroit:20250619T140000
DTSTAMP:20260417T174639
CREATED:20250513T174323Z
LAST-MODIFIED:20250513T211644Z
UID:10000005-1750338000-1750341600@www.miplanners.com
SUMMARY:Creating Custom ChatGPTs and Copilots: Your First AI Agent
DESCRIPTION:Imagine having your own AI assistant that knows your company’s tone\, tasks\, and policies. This session shows you how to create just that: an AI agent trained on your materials\, ready to help with claims\, communication\, or internal support. \nWhy it matters: This turns AI from a fun tool into a real part of your team\, helping get things done faster and more consistently.
URL:https://www.miplanners.com/event/creating-custom-chatgpts-and-copilots-your-first-ai-agent/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/85106976113
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250612T130000
DTEND;TZID=America/Detroit:20250612T140000
DTSTAMP:20260417T174639
CREATED:20250513T174026Z
LAST-MODIFIED:20250513T211637Z
UID:10000004-1749733200-1749736800@www.miplanners.com
SUMMARY:Prompt Engineering: Getting the Most from ChatGPT and Copilot
DESCRIPTION:AI only works well if you ask it the right way. This session teaches you how to “talk” to AI clearly so it gives you accurate\, helpful results. You’ll learn simple techniques to get better answers\, faster and even how to build a set of go-to prompts for things you do often. \nWhy it matters: Think of this as learning how to write an email to someone who’s smart but needs guidance. The better your instructions\, the better the result.
URL:https://www.miplanners.com/event/prompt-engineering-getting-the-most-from-chatgpt-and-copilot/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/83197720350
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250610T100000
DTEND;TZID=America/Detroit:20250610T110000
DTSTAMP:20260417T174639
CREATED:20250513T173532Z
LAST-MODIFIED:20250513T211629Z
UID:10000003-1749549600-1749553200@www.miplanners.com
SUMMARY:The 2026 Renewal Landscape: Pressures\, Pitfalls & Possibilities
DESCRIPTION:Host: Aaron MacDonald\, Chief Strategy Officer\, Michigan Planners \nThe employee benefits landscape continues to shift as post-2024 and 2025 rate increases place added pressure on employer budgets. Groups in the 50–500 life range are especially feeling the impact\, facing rising costs\, limited transparency\, and evolving compliance requirements. With inflation\, shifting risk dynamics\, and new regulations in play\, employers need to proactively explore strategic cost containment\, smarter funding models\, and data-driven planning to stay ahead of renewal season.
URL:https://www.miplanners.com/event/the-2026-renewal-landscape-pressures-pitfalls-possibilities/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/cost-containment.jpg
LOCATION:https://us02web.zoom.us/j/85649559256
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250605T130000
DTEND;TZID=America/Detroit:20250605T140000
DTSTAMP:20260417T174639
CREATED:20250513T164311Z
LAST-MODIFIED:20250609T162318Z
UID:10000002-1749128400-1749132000@www.miplanners.com
SUMMARY:Introduction to LLMs\, ChatGPT\, and Copilot
DESCRIPTION:Kick off the series with a simple\, clear look at what AI really is and how it’s already being used in benefits\, claims\, and accounting. We’ll walk through tools like ChatGPT and Copilot\, show real examples in action\, and talk about how to use AI safely and responsibly. \nWhy it matters: This is the foundation. If you’re unsure where to start\, this session gives you the confidence to explore AI without needing a tech background.
URL:https://www.miplanners.com/event/introduction-to-llms-chatgpt-and-copilot/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/ai-advantage-introduction-to-llms-chatgpt-and-copilot.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/86745925228
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20250520T100000
DTEND;TZID=America/Detroit:20250520T110000
DTSTAMP:20260417T174639
CREATED:20250508T185742Z
LAST-MODIFIED:20250520T191021Z
UID:10000001-1747735200-1747738800@www.miplanners.com
SUMMARY:Employee Retirement Income Security Act (ERISA)
DESCRIPTION:This webinar will dive into the key requirements of the Employee Retirement Income Security Act (ERISA)\, covering everything from fiduciary responsibilities to plan administration. Learn about ERISA’s impact on retirement plans\, health benefits\, and more\, while gaining actionable insights to ensure your organization stays compliant and protects employees’ benefits.
URL:https://www.miplanners.com/event/employee-retirement-income-security-act-erisa/
ATTACH;FMTTYPE=image/jpeg:https://www.miplanners.com/wp-content/uploads/2025/05/compliance-clarity.jpg
ORGANIZER;CN="Michigan Planners.":MAILTO:kdilorenzo@miplanners.com
LOCATION:https://us02web.zoom.us/j/81764568810
END:VEVENT
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