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