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  • Best Practices for 401(k) Financial Wellness

    • Feb 15, 2017, 7:30 am - 10:00 am
    • Morgan Stanley
    • 2000 Westchester Avenue
    • White Plains, New York 10605
  • Understanding your Fiduciary Responsibilities in a Changing Landscape


    This is a no charge event, but registration is required for security purposes.

    Click here to RSVP by email

    Best Practices for 401(k) Financial Wellness

    Understanding your Fiduciary Responsibilities and examining the changing landscape of retirement plans

    Hosted by The Maddelena Group at Morgan Stanley
    Promotional Sponsor: Westchester Women's Bar Association
                                                              
    Learn about:
     ·         ERISA, IRS and DOL requirements
    ·         The Implications of signing the 5500
    ·         Preparing for a DOL audit
    ·         Trends for 401(k) and other qualified retirement plans
    ·         Risk Mitigation techniques to reduce personal liability as a plan sponsor
    ·         Selecting and monitoring service providers
    ·         How to help your employees become financially fit

    Program Moderated by:

    Lawrence W. Bahr, CFP®, CRPS®
    Corporate Retirement Director; Financial Advisor,
    The Maddalena Group, Morgan Stanley Wealth Management

    Presentations by:

    Jim Kais, Managing Director, Retirement Practice Leader Transamerica
    “Asset pooling: A new era for retirement plans”

    Ruben Gonzalez, Retirement Director, Janus Capital Group
    “Recent Case Studies in Fiduciary Failures: Why Plan Sponsors Are Being Sued and the Importance of Process”

    Timothy J. Desmond, CPA, Partner, Director of Employee Benefit Services PKF O'Connor Davies, LLP,
    “Pointers for Fiduciaries from the Auditor”

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  • Certified Professional Medical Coding Course (CPC)

    • Dec 31, 2017, 12:01 am - 12:00 am
    • Online
    • Online
    • Online, Online Online
  • AAPC Certified Medical Coding


    Click here for flyer

    Take advantage of this great opportunity to enter an engaging, in-demand field! This online CPC course, offered through AAPC, includes all course preparation leading up to the CPC Certification Exam - the gold standard for medical coding in a physician office setting. Additionally, this course includes the Practicode CPC-A module, which upon completion, will remove the "A" (Apprentice) designation from the certification.


    Prepare for your new career as a medical coder in this self-paced course that provides access to everything you'll need - including AAPC certified coaches!

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  • Health Tech Pitch Contest + Networking

    • Sep 28, 2016, 2:00 pm - 5:00 pm
    • Doubletree Hotel by Hiton
    • 455 S Broadway
    • Tarrytown, New York 10591
  • Online Registration is now closed, walk-ins are welcome.



    Online Registration is now closed, walk-ins are welcome.

    One of the biggest hurdles entrepreneurs face is getting your innovative products and ideas before the people who can actually buy them. Now, health tech entrepreneurs, developers, and startups get to pitch their Big Ideas to the region’s leading healthcare decision makers and get co constructive feedback in real time. This type of access is happening in Westchester County, where the Westchester County Association, healthcare, biotech, business, and education sectors are all collaborating to grow the region’s vibrant Innovation Economy.

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