Schedule of Events

June Chapter Dinner Meeting



  • Tuesday Jun 5, 2018
  • Start Time: 5:30PM
  • End Time: 8:30PM
  • Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605
  • Presented by:'
    • Geoffrey M. Knox, CRPC, Senior Relationship Manager, SEI Advisor Network
    • Adria Gross, CEO & Founder, MedWise Insurance Advocacy & MedWise Billing, Inc.

Managing Taxes Throughout the Client Wealth Life Cycle
Geoffrey M. Knox, CRPC, Senior Relationship Manager
SEI Advisor Network
(1 CFP CEU pending)

If left unchecked, taxes can take a significant chunk out of your clients’ returns – from the ultra-wealthy to the not-so-wealthy. But with the right tax-management strategies in place, you can help your clients build more tax-efficient portfolios and enhance wealth in up and down markets. Our presenter, Geoff Knox, will discuss why a year-round, proactive tax management model can help you to better serve higher-net-worth investors; what techniques you can implement to mitigate tax implications; how tax-managed portfolios of the future will involve greater customization and active strategies; PLUS six steps you can take now to help investors keep more of what they earn. Click here¬†to learn more about Geoff.

Understanding Medical Bills:
Protect Assets & Manage Medical Bill Claims
Adria Gross, CEO & Founder
MedWise Insurance Advocacy & MedWise Billing, Inc.
(1 CFP CEU pending)

Many families today struggle paying medical bills. According to a Kaiser Family Foundation Study conducted in 2017, 75% of insurance and 64% of uninsured households decrease spending on household needs because of medical bills. Roughly 60% of bankruptcies are related to medical bills and health issues (Nerd Wallet), an estimated 80% of medical bills contain errors (Consumer Reports) and only 10% of patients comparatively shop for medical services (NYT). Adria Gross, a Patients’ Health Insurance and Medical Billing Advocate, will help us understand medical bills so that we can help our clients protect assets and manage their medical bill claims. She’ll talk about common errors to look for (wrongful billing, double billing, and more), insurance plans, and how to deal with denials, approvals and regulations. Adria will also discuss how to avoid bankruptcy and negotiate a deal and the financial implications from Third Party Payers. Click here to learn more about Adria.

MANY THANK TO OUR PROGRAM SPONSOR!

represented by
Bill Berberich
610-676-2468 – wberberich@seic.com

6/5/18 FPA GHV Dinner Meeting Registration Form

  • Price: $0.00 Quantity:
  • Price: $45.00 Quantity:
  • Price: $75.00 Quantity:
    (at door, cash or check only)