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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Audio/Web Conference: The Changing (Expanding) Role of the Advisor under the New Affordable Care Act

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The recommended number of CPE credit hours is: 1

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Wednesday, 09/18/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get PACE and CPE credit.

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The Changing (Expanding) Role of the Advisor under the New Affordable Care Act
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Program Overview

This webinar explains why advisors are in a good position to expand their services to clients during healthcare reform implementation. Attendees will understand "how to think about" healthcare reform and the Affordable Care Act for both individual and corporate clients. For individual clients, we address policies bought by clients themselves, coverage provided through employers, employment but no health insurance, and unemployed with no health insurance.  For corporate clients: free choice vouchers, employer-shared responsibility, compliance via employees' tax return, penalties, and more. We finished with a look at future controversies and a Q&A session.

Attendees will be able to:

  • Describe why financial advisors are well-positioned to help their clients take advantage of the changes from health reform
  • Know "how to think about" the Affordable Care Act
  • Identify issues that are important to individual clients
  • Discuss issues that are important for corporate clients
  • Apply the lessons of this webinar to their practice

Featured Speaker:

Michael Howley, PA-C, PhD, is an associate clinical professor at the LeBow College of Business at Drexel University. Prior to becoming a business professor, Mike worked for two decades as a clinical physician assistant (PA), working for nine years delivering primary care to underserved areas of rural Maine and eleven years in critical care and surgical services. He also has five years of experience in practice management and as a business owner. Mike received his PhD in marketing from Arizona State University in 2005. At Drexel, he teaches healthcare management and his research focuses on measuring service quality, provider performance, and the financial impact of EMRs. His service interests include the care of vulnerable patients.