PLEASE NOTE THAT OUR MEETING HAS BEEN MOVED 1 DAY EARLIER, TO ACCOMODATE OUR SPEAKER’S TRAVEL PLANS
April Meeting Information
Monday, April 15, 2013, 11:30 AM
Hilton Orlando/Altamonte Springs
350 S. Northlake Blvd
Altamonte Springs, FL 32701
NAHU President Elect
presents
A Survival Guide to PPACA
- Pay or Play Penalties
- Current Events in Washington
- MLR Status
- Broker Differentiation Strategies
- Compliance
As the president and founder of Landmark Benefits, Inc., located in New Hampshire, Tom Harte has built one of the most successful employee benefit companies in New Hampshire with a focus on contributions to the industry, charity, and community. As a result, today Landmark Benefits, Inc. provides employee benefit services to over 300 corporations and thousands of employees.
In addition to his role as at Landmark Benefits, Tom is the president elect of NAHU and will be the national president in June 2013. In all of his leadership roles within NAHU, he has consistently promoted the importance of reducing the cost of health insurance with a deliberate focus on improving the health of the employees and increasing the transparency of the cost of health care services.
In addition to his contributions to NAHU, one of Tom’s greatest contributions has been to the Make a Wish Foundation of New Hampshire. The events hosted by Tom and his Company have resulted in contributions to the Make a Wish in excess of $500,000.
Back home, Tom enjoys his life with his wife Chrissy and his three children; Melinda, Jessica, and Kevin.
1 hour CE to follow Luncheon
Students will receive a quick review of the purpose of retirement plans, and some of the basic terminology used in reference to these plans. The presentation then makes a distinction between defined contribution plans and defined benefits plans; identifying each plan’s advantages, challenges, types and features. Lastly, attendees will learn about the service features typically included in retirement plans administration and what to look for when selecting a provider.
About the presenter:
Diana Zubrowski, Retirement Plan Consultant
The Standard
Professional Specialties
- 18+ years’ experience selling 401(k), 403(b), defined benefit and other employer-sponsored retirement plans
- Sales, marketing and relationship management
- Consultation with financial service intermediaries and plan sponsors
- Helping plan advisors deliver the most appropriate solutions for their clients’ needs
Qualifications
- Former VP and Institutional Sales Officer, Fifth Third Bank
- Former Southeast Regional Sales Director, Principal Financial Group
- Holds the Series 6, 7, and 63 securities licenses and insurance licenses for the state of Florida
Education
Graduated from Assumption College with a bachelor’s degree in management
Personal
Diana sits on the board of Friends of Joshua House and the Moffitt Cancer Center. She is also a fundraiser for the Lance Armstrong foundation, an international medical mission volunteer, a member of
Leadership Tampa Bay and an energetic community volunteer. Raised in Torrington, Connecticut, Diana now resides in Tampa Bay, FL. She enjoys competitive cycling in her spare time.
