Health & Disability Insurance; Health & Dependent Care Savings Accounts - Options for SSF Owners
This CLE has been rescheduled from January 17 to March 7
Start Date - End Date
March 07, 2023
Registration Deadline
Tuesday, March 07, 2023
Health & Disability Insurance,
Health & Dependent Care Savings Accounts
Options & Opportunities for Solo Attorneys with No Employees
Rescheduled date: Tuesday, March 7, 12n to 1:30p via Zoom webinar
If you registered for this session's earlier presentation date, you do not need to register again.
This 90-minute session of the SSF Financial Literacy Series, Part 2, focuses on health care and disability insurance options and opportunities, as well as health and dependent care savings accounts, available to solo law firm owners who have no employees.
Our presenters will focus on medical, dental, vision insurance available through Connect for Health Colorado, which manages the Affordable Care Act program underwritten by the State of Colorado and through private insurance carriers. This course will address personal disability insurance options offered by the private insurance industry, and establishing health and dependent care savings accounts, and whether these saving vehicles are available to and viable for solo practitioners.
Our speakers:
- Jessica Smith is the Community Partnership and Outreach Manager at Connect for Health Colorado, the state's official health insurance marketplace. Previously, Jessica worked in policy and communications for Colorado's federally qualified health centers and the National Stroke Association. Jessica has a Master of Social Work from The University of Denver with a focus in public policy.
- Susan O'Kelley is a self-driven entrepreneur with a diverse and unique combination of skills and in-depth experience in business. Susan started in the insurance industry as an owner of a captive Allstate agency, then transitioned to the independent channel by founding Avanti Business and Insurance Services. Avanti offers the combined expertise of more than thirty years in the insurance business and has evolved to its current status as a boutique agency by offering custom, specialized insurance product offerings for businesses and families.
Each session in The Practical Lawyer CLE series is free to all Solo Small Firm Section and Colorado W.O.L.F. members, presented live virtually, and recorded for available for later home study or reference.
Registration promo code for Colorado W.O.L.F. members is available on the organization's Facebook page.
SSF Financial Literacy courses offered through The Practical Lawyer CLE Program are developed by Colorado W.O.L.F. (Women Owned Law Firms) specifically for Colorado solo and small law firm owners and co-sponsored through financing backing from the CBA's Solo Small Firm Section.
Part 3 of SSF Financial Literacy series, Wednesday, Feb. 22 at Noon - 1:30p will focus on Using Life & Business Disability Insurance as Financial Tools for SSF Succession Planning. Life and business disability insurance can play a part in smoothing the expected - and unexpected - transition from active practice to firm succession. More information and registration available here: https://www.cobar.org/Calendar/Event/sessionaltcd/ssf022223
The Practical Lawyer CLE Series is intended to provide solo and small law firm owners a solid overview of the various aspects of business management and development in the context of owning and running a law firm, including how ethical issues affect firm management and development through the practical application of Colorado's Rules of Professional Responsibility.
Approved for 2 general CLE credits.
Registration Fees
| Price Description | Amount |
|---|---|
| CBA Members | $25.00 |
| Non-Members | $25.00 |
| SSF Section Members | $0.00 |
Available Functions
Speakers
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