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NAIFA SF Peninsula Health Insurance Expo 9/18/19
Wednesday, September 18, 2019 from 9:45 AM to 2:00 PM PDT
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9:30am 10:00am Registration/Networking

10:00am - 11:00am
Covered CA Representative
11:00am - 12:00pm
David L. Fear, Sr. RHU
Dickerson Insurance Services
"Fair Compensation: The Value of the Agent"
12:00pm - 12:45pm

12:45pm - 1:45pm 
Joanna H. Kim-Brunetti, Esq.; VP of Regulatory affairs
First Capitol Consulting
"IRS Enforcement of the ACA Is Intensifying - What You Need to Know to Help Your Clients Avoid ACA Penalties"
1:45pm - 2:00pm

Crowne Plaza
1221 Chess Drive
Foster City, CA 94404Driving Directions

Meeting Price
-NAIFA Member $25
-Non-NAIFA Member $40
-Meeting Sponsor $500
This year, NAIFA will host 1 Special Expo: These meetings will be four hours with multiple featured speakers and exhibitor session. The cost of this sponsorship is $500. The following is included in your sponsorship.
·You will have a table to display your sales materials and giveaways
·Your company will be recognized with signage at each lunch table.
·Includes the cost of lunch registration for the sponsor plus one guest.
·You may bring a raffle prize to the event (usually $50) and host a raffle to collect business cards from attendees.
"Fair Compensation:
The Value of the Agent"
David L. Fear, Sr. RHU
Dickerson Insurance Services
  • Why agents/advisors are needed in the delivery of health care and employee benefit products
  • How market conditions can greatly affect agent/advisor compensation
  • What Agent/Advisor Professional Associations are doing to address the issue of Fair Compensation
About the Speaker
David is a partner and consultant in the firm of Shepler & Fear General Agency, an employee benefits general agency located in Roseville, California. He has worked in the employee benefits industry since 1979 with primary focus on alternative funding, flexible benefits and managed care plans.
On May 1, 2019, Shepler & Fear became a division of Dickerson Insurance Services, an Alera Group Company.
David is a longtime member of the National Association of Health Underwriters (NAHU), having served in various volunteer capacities at the national, state and local levels. It was his honor to serve as the President of the California chapter of NAHU in 1998/1999 and as the President of NAHU in 2006/2007.  He currently is on the board of directors of the NAHU Education Foundation, a 501c3 non-profit which educates the public on health care issues in America.
"IRS Enforcement of the ACA Is Intensifying - What You Need to Know to Help Your Clients Avoid ACA Penalties"
Joanna H. Kim-Brunetti, Esq.
VP of Regulatory affairs at 

First Capitol Consulting
What You Will Learn:
  • What are the individual penalty notices issued by the IRS and what information is in them.
  • How to rally the resources necessary to respond to an IRS penalty notice within 30 days
  • Best practices for identifying and avoiding common errors that trigger IRS penalties.
About the Speaker
Joanna is Vice President of Regulatory Affairs and General Counsel for First Capitol Consulting, Inc., where she spearheads the company's Affordable Care Act practice, focusing on employer compliance issues. She regularly speaks at conferences on ACA compliance and writes about the ACA for trade publications, such as Employee Benefit Adviser and Accounting Today. She regularly comments on ACA compliance issues with the IRS in the blog, The ACA Times.
A former partner with Akin Gump Strauss Hauer & Feld LLP, Joanna has over 20 years of experience advising clients on a wide range of employment, tax, intellectual property, and other related business issues. She brings additional regulatory compliance experience from her pre-legal career in the consulting and aerospace industry.



Your membership in NAIFA and NAIFA-SF Peninsula is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.