Agenda
Wednesday, April 27, 2022
7:00 – 8:15 Breakfast
8:15 – 8:30 Welcome and Announcements
8:30 – 9:15 Medical Expense Deduction Agreements (Rudy Beck)
9:15 – 10:15 Practical Cyber Security for Small Businesses (Kenneth Taylor)
10:15 – 10:30 Break with vendors
10:30 – 12:00 VA Health Care and Remaining at Home with Covered Services (Jack Rosenkranz)
12:00 – 1:30 Lunch
1:30 – 2:30 * Non-Service-Connected Pension (Victoria Collier)
2:30 – 3:30 Department of Defense Benefits (Karen McIntyre)
3:30 – 3:45 Break with vendors
3:45 – 4:45 * Representation, Accreditation, and Effective Dates for VA Claims (Rudy Beck)
4:45 – 5:30 Case studies (Facilitators: Rudy Beck and Jack Rosenkranz)
6:15 – 7:45 Cocktail party (All attendees and exhibitors invited)
Thursday, April 28, 2022
7:00 – 8:15 Breakfast
8:15 – 8:30 Announcements
8:30 – 9:30 * Veterans' Disability Compensation (Karen McIntyre)
9:30 – 10:15 * Dependency Indemnity Compensation (Karen McIntyre)
10:15 – 10:30 Break with vendors
10:30 – 12:00 * VA Appeals (Shana Dunn and Eric Pangburn)
12:00 – 1:15 Lunch
1:15 – 2:15 Mandatory Long-Term Care on the Horizon (Don Quante)
2:15 – 3:15 Survivor Benefit Plan and Special Needs Trusts (Victoria Collier)
3:15 – 3:30 Break with vendors
3:30 – 4:00 Debt Notices and Overpayment Demands (Karen McIntyre)
4:00 – 4:30 VA Fiduciary Process (Karen McIntyre)
4:30 – 5:30 Case Studies (facilitators: Karen McIntyre and Don Quante)
7:30 – 9:00 Jam session (All are welcome to participate
in an informal questions and answer session)
Friday, April 29, 2022
7:00 – 8:15 Breakfast
8:15 – 8:30 Announcements
8:30 – 9:30 Substitution, Accrued and Burial Benefits (Rudy Beck)
9:30 – 10:30 Selling a VA Benefits Business (Victoria Collier)
10:30 – 10:45 Break with vendors
10:45 – 11:45 Helpful Hints Related to Claims and Forms (Karen McIntyre)
11:45 – 12:15 Case studies/open forum
12:15 - 12:30 Closing remarks
* Designates required sessions for newly accredited attorneys and agents seeking CLE accreditation hours