Host: Michael DiLorenzo, CEO, Michigan Planners & Aaron MacDonald, Chief Strategy Officer, Michigan Planners Health Savings Accounts (HSAs) are more than just a tax-advantaged benefit—they’re a […]
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 […]
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 […]
Hosts: Aaron MacDonald, Chief Strategy Officer & Wes Shivel, Medicare Specialist, Michigan Planners Explore how employers are using ICHRAs and Medicare to control costs while offering […]
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 […]
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 […]
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 […]
