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Upcoming events

    • December 12, 2017
    • 11:00 AM - 1:00 PM
    • JT Schmid's - Anaheim



     Event Details:

      JT Schmid's | 2610 E. Katella Avenue | Anaheim
      Registration: 11 AM | OCAHU Business & Lunch 11:30 AM
      Speaker Presentation: 12 to 1 PM

     Cost to Attend: Member or First Time Guest: $35 | Non-Member: $50





    • January 09, 2018
    • 11:00 AM - 1:00 PM
    • Carlton Hotel Newport Beach (formerly Radisson Hotel)

    This program is available as a 1-Hour CEU | Course Number: 361935

    In the benefit climate today, tax favored accounts are widely used to offset the ever-increasing cost of health insurance. This class is designed to break through the mystery of the different tax favored vehicles and assist with making the decision for which avenue works for you!

    Dr. Kristin Khale
    CEO and Founder
    NavigateHCR

    Dr. Kristin Kahle is the CEO and Founder of NavigateHCR (NHCR), a
    full-service ACA and compliance technology agency. Her team of HR and compliance specialists, is responsible for assisting brokers and employers with the most complex requirements of the law. Dr. K, a Certified Healthcare Reform Specialist, represents
    NHCR in industry related seminars and summits to ensure her company is updated on the most intricate details of the ACA and industry trends.

    Dr. Kristin Kahle is an internationally recognized educator in the benefits industry and a dynamic speaker making compliance exciting.  Dr. Kahle has over 20 years of experience in the benefits arena and the only doctoral candidate to complete her dissertation on Health Care Reform to earn her Ph.D.

    Event Info

    Carlton Hotel | 4545 MacArthur Boulevard | Newport Beach 92660

    Registration: 11 AM
    OCAHU Business and Lunch
    12 to 1 PM: Speaker Presentation

    Cost to Attend:

    Member or First Time Guest: $35 | Non-Member: $50

    Register

    • February 22, 2018
    • 7:00 AM - 3:30 PM
    • Hilton Costa Mesa
    • March 13, 2018
    • 11:00 AM - 1:00 PM
    • Carlton Hotel Newport Beach (formerly Radisson Hotel)

    This program is pending approval for 1-Hour CEU with the CA Dept of Insurance

    A discussion of how to administer employee benefits when an employee goes out on leave, including leaves under FMLA, CFRA, PDL, and USERRA.  Which benefits must employers offer, for how long, and how are they paid for (including a discussion of the impact on cafeteria plan elections).  Designed to answer common questions employers and producers often hear—and work through familiar scenarios—this interactive program will include examples, best practices, and action items.

    Marilyn A. Monahan, Esq.
    Monahan Law Office

    Marilyn A. Monahan specializes in employee benefits (with an emphasis on health and welfare plans) and insurance corporate and regulatory law.  
     
    Marilyn began her career as a litigator.  She has represented parties in a variety of cases, involving product liability, professional malpractice, contract, and ERISA claims.  Her experience includes handling matters before the federal and state trial and appellate courts, as well as arbitrations and mediations.
     
    As part of her insurance and employee benefits practice, Marilyn assists her clients with their compliance obligations under federal and state employee benefit and insurance laws and regulations, including health care reform, ERISA, COBRA, HIPAA, FMLA, and the Internal Revenue Code.  She represents insurance companies, HMOs,
    consulting firms, privately-held and publicly-traded companies, governmental entities, and collectively bargained health and welfare plans.  Marilyn writes plan documents, summary plan descriptions, compliance manuals, and communications materials.  Her transactional practice includes drafting and negotiating various types of contracts, including agency contracts and administrative services agreements.

    Event Info

    Carlton Hotel | 4545 MacArthur Boulevard | Newport Beach 92660

    Registration: 11 AM
    OCAHU Business and Lunch
    12 to 1 PM: Speaker Presentation

    Cost to Attend:

    Member or First Time Guest: $35 | Non-Member: $50

    Register

    • April 16, 2018
    • 9:30 AM - 7:30 PM (PDT)
    • Location To Be Announced
      
    The Fun Starts Early!

     9:30 AM  Registration and Putting Contest
     11 AM  Lunch
     11:30 AM  Shot-Gun Start
     5 PM  Helicopter Ball Drop | 100K Shoot-Out
     5:30 PM  Dinner, Awards and Prizes

    • May 08, 2018
    • 11:00 AM - 1:00 PM
    • Carlton Hotel Newport Beach (formerly Radisson Hotel)

    Details coming soon!

    • June 01, 2018
    • 9:30 AM - 2:00 PM
    • Balboa Bay Resort - Newport Beach
    Details coming soon!



Past events

November 14, 2017 Avoiding Compliance Pitfalls II
October 10, 2017 ACA Hot Topics: Helping Clients Navigate Compliance Challenges & Changes
September 19, 2017 Annual CE Day
August 28, 2017 4th Annual Senior Products & Marketing Summit
August 21, 2017 (copy) Business Development Summit: 2017
July 27, 2017 Single Payer Health in CA | A Special Panel Presentation
July 21, 2017 Angels Baseball Event: Fundraiser for CAHU PAC
June 22, 2017 SB 562 Special Town Hall Luncheon Meeting
June 13, 2017 YE Board and 2017-18 Strategic Planning Meeting
June 02, 2017 15th Annual Celebration of Women in Business
May 16, 2017 Annual Membership Meeting and Distinguished Service Awards
April 17, 2017 Take a Swing "Fore" the Cure Charity Golf Tournament
March 14, 2017 Annual Legislative Review 2016-2017
March 11, 2017 Luck of the Irish Poker Night Celebration
January 10, 2017 Health and Welfare Plan Compliance Checklist For Agents and Their Employer Clients
December 13, 2016 How to Build Your Business Using Social Media Platforms
October 11, 2016 SB 281 and the New Conversation around LTC Planning
September 20, 2016 Annual CE Day
August 08, 2016 Senior Products & Marketing Summit
June 03, 2016 14th Annual Celebration of Women in Business Charity Fashion Show
May 10, 2016 OCAHU Oscars and Annual Meeting of the Membership
May 06, 2016 Angels Baseball Event: Fundraiser for CAHU PAC
April 18, 2016 Take a Swing "Fore" the Cure Charity Golf Tournament
March 22, 2016 Monthly Luncheon and Legislative Update
February 16, 2016 Business Development Summit: 2016
January 19, 2016 HIPAA Privacy & Security: Business Associates Responsibilities & Liabilities | Part 1
December 15, 2015 Annual Holiday Event
November 17, 2015 Cybersecurity and the Health Insurance Agent
October 20, 2015 8th Annual Client Day Seminar
September 15, 2015 Annual CE Day
August 21, 2015 Angels Baseball Event: Fundraiser for CAHU PAC
August 18, 2015 Senior Products & Marketing Summit: 2015
June 05, 2015 13th Annual Celebration of Women in Business Charity Fashion Show
May 12, 2015 OCAHU Oscars and Annual Meeting of the Membership
April 21, 2015 Understanding ACOs and How to Incorporate Them into Small and Large Group Sales
April 13, 2015 One Heart at a Time Charity Golf Tournament
March 26, 2015 Healthcare Reform and Legislative Updates: State and Federal Issues
March 17, 2015 Monthly Luncheon Rescheduled
February 17, 2015 Business Development Summit: 2015
December 16, 2014 Annual Holiday Event
November 18, 2014 FitBit, CrossFit and Food, Oh My! - Presenting Wellness to Your Clients
October 21, 2014 7th Annual Client Day Seminar
September 16, 2014 Annual CE Day
August 12, 2014 Senior Products & Marketing Summit: 2014
August 01, 2014 NAHU Region 8 Leadership Conference
June 07, 2014 12th Annual Celebration of Women in Business Charity Fashion Show
May 13, 2014 Annual Carrier Panel Presentation & Meeting of the Membership
April 16, 2014 One Heart at a Time Charity Golf Tournament
March 18, 2014 Fourth Quarter Madness - Managing the Chaos for Health Insurance Agents and Consultants
February 18, 2014 Business Development Summit 2014: Riding the Wave
January 28, 2014 Member Only Event | ERISA & FMLA Compliance
December 10, 2013 Holiday CE Program
November 19, 2013 PPACA: Are You Ready to Rumble?
October 08, 2013 Annual CE Day
September 17, 2013 6th Annual Client Day Seminar - Employer's Road Map to Compliance
August 19, 2013 Live PPACA Certification Course - Speaker: Janet Trautwein, NAHU Executive Vice President & CEO
August 15, 2013 3rd Annual Medicare Advantage Broker-Carrier Panel Discussion
August 05, 2013 Angels Baseball Event: Fundraiser for CAHU PAC
June 07, 2013 Celebration of Women in Business
May 21, 2013 Annual Carrier Panel Presentation & Meeting of the Membership
May 21, 2013 Board of Directors Meeting
April 24, 2013 One Heart at a Time Charity Golf Tournament
April 16, 2013 Board of Directors Meeting
March 19, 2013 The Changing Health Care System and the Role of the Agent
March 19, 2013 Board of Directors Meeting
February 19, 2013 Business Development Summit 2013: Gaining the Edge
February 12, 2013 Board of Directors Meeting
January 17, 2013 YAHU Meeting
January 15, 2013 ERISA, FMLA & Health Care Reform Compliance
January 15, 2013 Board of Directors Meeting
December 11, 2012 Holiday CE Program
December 03, 2012 Monday Night Football Fundraiser for CAHU PAC
November 13, 2012 Post Election Wrap Up:What it Means to You
November 13, 2012 Board of Directors Meeting
November 08, 2012 YAHU Meeting
October 16, 2012 5th Annual Client Day Seminar
October 16, 2012 Board of Directors Meeting
October 11, 2012 YAHU Meeting
September 25, 2012 Board of Directors Meeting
September 18, 2012 Annual CE Day
September 13, 2012 YAHU Meeting
August 21, 2012 Board of Directors Meeting
August 09, 2012 Board Installation and Wine Tasting Social
August 08, 2012 2nd Annual Medicare Advantage Broker-Carrier Panel Discussion
June 19, 2012 Board Strategic Planning Meeting
June 01, 2012 Celebration of Women in Business
May 08, 2012 Annual Meeting of the Membership & Annual Carrier Panel Program
April 25, 2012 One Heart at a Time Charity Golf Tournament
March 20, 2012 How to Sell a Fraudulent Health Plan...and MORE!
February 21, 2012 Board of Directors Meeting
February 14, 2012 University Day
January 17, 2012 HR, CEO, CFO: Working with the Alphabet Soup of Corporate America!
December 13, 2011 Holiday Program
November 15, 2011 Do Your Clients Have Gaps in their International Insurance Needs?
November 15, 2011 Board of Directors Meeting
October 19, 2011 4th Annual Client Day Seminar: Presenting Steven Sell, President Health Net CA
September 27, 2011 Board of Directors Meeting
September 13, 2011 Annual CE Day
June 21, 2011 Board Strategic Planning Meeting
June 03, 2011 Celebration of Women in Business
May 04, 2011 One Heart at a Time Charity Golf Tournament
April 19, 2011 Annual Meeting of the Membership & Annual Carrier Panel Program
March 15, 2011 Healthcare Reform and Legislative Updates: State and Federal Issues
March 15, 2011 Board of Directors Meeting
February 08, 2011 University Day
January 18, 2011 Choosing the Right Wellness Program
January 18, 2011 Board of Directors Meeting
November 16, 2010 Understanding the Impacts of Health Care Reform: Post Elections
November 16, 2010 Board of Directors Meeting
October 19, 2010 Client Day Seminar
September 28, 2010 Board of Directors Meeting
September 21, 2010 Annual CE Day
June 04, 2010 Celebration of Women in Business
May 18, 2010 Carrier Panel Discussion
April 28, 2010 One Heart at a Time Charity Golf Tournament
March 16, 2010 Health Care & Insurance Legislation: 2010
February 09, 2010 Annual Sales Symposium
January 19, 2010 Creating Your Insurance Agency Business Plan
December 15, 2009 Holiday Program
November 17, 2009 Town Hall Meeting: Executive Briefing on Health Care Reform
October 20, 2009 Health Reform, Policy, Politics and Prospects
September 29, 2009 Board of Directors Meeting
September 15, 2009 Annual CE Day


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