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Date November-25 – FULL DAY EVENT – Toronto Sponsor
TAG/The Benefits Trust/GroupQuest/RMA/National Healthclaim
Topic(s)
Things to Consider when Changing Carriers
Client Building for Keeps
The Ontario Trillium Drug Program
Adding Value to your Benefits Clients
Speaker(s)
Blake Waddell / Mark Kempf / Doug Whitefield / Joanne Patriarche
Date October -25 – FULL DAY EVENT – Toronto
Sponsor
TAG - The Advisor Group
Topic(s)
Employee Benefit Plans: Reducing Plan Sponsor Liability
Speaker(s)
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date June-25 – FULL DAY EVENT – Calgary Sponsor
TAG/GroupForce/GroupQuest
Topic(s)
Benefit Plan Renewals
The People Behind the Claims
Employee Benefits and Taxation: Important Details You Didn't Even Know Existed
Price OR Value • Which are YOU Selling? Growing your Group Business Without a Single New Sale
Speaker(s)
Jay Nadler / Hilary Becker / Jason Watt / Dave Patriarche /
Date May-25 – FULL DAY EVENT – Toronto Sponsor
TAG/Sprout/Waddell Insurance/GroupForce/Wawanesa
Topic(s)
Employee Benefits and Taxation: Important Details You Didn't Even Know Existed Price OR Value • Which are YOU Selling? Employee Benefits Fraud • Learn to Identify Fraud and Protect your Clients Growing your Group Business Without a Single New Sale
Speaker(s)
Justin Jones - Elevation CPA Dave Patriarche - Mainstay/CGIB< Chris Gory - Orchard Benefits
Date April-25 – WORKSHOP – Moncton Sponsor PC-GroupQuest Topic(s)
Price OR Value - Which are YOU Selling? Growing your Business Without a Single New Sale
Speaker(s) Dave Patriarche - Mainstay Insurance
November-24 – FULL DAY EVENT – Toronto Sponsor MEDCAN/PeopleCorp/Arcora/Simply Benefits Topic(s)
Employee Benefit Plan Renewals
Creating Lasting Value: Building a Future-Proof Business
Everything You've Ever Wanted to Know About Long-Term Disability Claims
What's happening in the Canadian health care system
Navigating the Canadian Drug Space
CDIPC Report on High Cost Drug Claims
Employer Panel on Benefits
Speaker(s)
Suzanne Lepage - Private Health Plan Strategist
Erica McGuinness CPA, CA, CBV - Sequeira Partners
Penny Buckner RN
Dave Patriarche - Mainstay/CGIB
Date June-24 – WORKSHOP – Calgary Sponsor Wawanesa Life Topic(s)
Building and Using a Plan Administration Checklist
Speaker(s)
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date June-24 – FULL DAY EVENT – Vancouver Sponsor MEDCAN/ PeopleCorp/Wawanesa /Simply Benefits Topic(s)
A Year in Review and a Look Forward
Group Renewals - The Math and more...
Employer Panel on Benefits
Speaker(s)
Dave Patriarche
Jay Nadler
Sean Carberry - Heather Gherman - Joanne Patriarche
Date June-24 – WORKSHOP – Toronto Sponsor Wawanesa Topic(s)
Building and Using a Plan Administration Checklist
Speaker(s)
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date June-24 – WORKSHOP – Calgary Sponsor Desjardins Topic(s)
Building and Using a Plan Administration Checklist
Speaker(s)
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date May-24 – FULL DAY EVENT – Toronto Sponsor The Benefits Trust/ Mapol/ National Health Claim/RMA, Inc./Simply Benefits Topic(s)
Employee Benefit Plan Renewals
Navigating the Canadian Drug Space
CDIPC Report on High Cost Drug Claims
Employer Panel on Benefits
Speaker(s)
Anthony Feher
Dan Berty
Matthew Garrison - Sabrina Mattiucci - Joanne Patriarche
Date March-24 – WORKSHOP – Halifax Sponsor PC-GroupQuest Topic(s) Building and Using a Plan Administration Checklist Speaker(s) Dave Patriarche - Mainstay Insurance
Date November-23 – FULL DAY EVENT – Toronto Sponsor National Health Claim/medcan/PC-GroupQuest / Maximum Benefit Topic(s) The People behind the Claims
Creative Plan Designs
Client Leadership
A Year in Review and a Look Forward Speaker(s) Hilary Ballantyne
Gordon Hart & Gavin Mosley - Selectpath / Mosley Benefits
Brad Kotowich - Focussed Leadership Group
Dave Patriarche - Mainstay Insurance
Date June-23 – WORKSHOP – Vancouver Sponsor Best Doctors Insurance Topic(s) Building and Using a Plan Administration Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date May-23 – WORKSHOP – Toronto Sponsor PC-GroupQuest Topic(s) Building and Using a Plan Administration Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date April-23 – WORKSHOP – Toronto Sponsor Best Doctors Insurance Topic(s) Building and Using a Plan Administration Checklist
Ontario Employment Law Update Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Aleksandra Pressey - Williams HR Law LLP
Date October-22 – FULL DAY EVENT – Toronto Sponsor PC-GroupQuest / Maximum Benefit / Vumi Canada / Business Career College Topic(s) Know Your (Group) Client
Selling on Value, not just Price
Changes in the Dental space in Ontario
Disability cases gone wrong Speaker(s) Rob Crowder - The Benefits trust
Dave Patriarche - Mainstay Insurance Brokerage Inc.
Dr. David Stevenson - Ontario Dental Association
David Share - Share Lawyers
Date October-22 – FULL DAY EVENT – Vancouver Sponsor PC-GroupQuest / Equitable / Maximum Benefit / Business Career College Topic(s) Selling on Value, not just Price Concerning trends in benefits Employment Law update Building a practice, being approached, and then merging. Is there life after? Speaker(s) Dave Patriarche – Mainstay Insurance Dave Patriarche – Mainstay Insurance Cameron R. Wardell – Mathews, Dinsdale & Clark LLP Derrek Quon - Arbutus Financial Services Ltd
Date October-22 – FULL DAY EVENT – Calgary Sponsor PC-GroupQuest / Equitable / Maximum Benefit / Business Career College Topic(s) Selling on Value, not just Price Concerning trends in benefits Employment Law update;
Ethics in Group benefits Speaker(s) Dave Patriarche – Mainstay Insurance Dave Patriarche – Mainstay Insurance Shane King – McLeod Law LLP Jason Watt – Business Career College
Date March-22 – WORKSHOP – Toronto Sponsor Desjardins Topic(s) Building and Using a Plan Administration Checklist
Ontario Employment Law Update Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Aleksandra Pressey - Williams HR Law LLP
Date October-21 – FULL DAY EVENT – Toronto Sponsor PocketPills Topic(s) Benefit Advisor Panel
An Employers View
Everything about E&O Speaker(s) Sarah Becker – Barill & Company
Maureen Campbell - Flashlite Benefits
Sam Pasternak - Alliance Income
Yafa Sakkejha - Beneplan
Roberta Tasson - Magnes Group
Date September-20 – FULL DAY EVENT – Vancouver Sponsor GroupQuest/BBD/Equitable/Maximum Topic(s) Employment Law – The Risks Employers Face in Benefits
An advisors perspective
Building and Using a Plan Administration Checklist
When Tech meets Benefits Speaker(s) Cameron R. Wardell – Mathews, Dinsdale & Clark LLP
Laurie MacNeil – MacNeil Benefits
Dave Patriarche – Mainstay Insurance
Chris Gory – Orchard Benefits
Date September-20 – FULL DAY EVENT – Calgary Sponsor GroupQuest/BBD/MP Benefits/Maximum Topic(s) Employment Law – The Risks Employers Face in Benefits
An advisors perspective
Building and Using a Plan Administration Checklist
When Tech meets Benefits Speaker(s) Shane King – McLeod Law LLP
Lori Power – MP Benefits Inc.
Dave Patriarche – Mainstay Insurance
Chris Gory – Orchard Benefits
Date September-20 – WORKSHOP Sponsor Desjardins Topic(s) Building and Using a Plan Administrators Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date March-20 – FULL DAY EVENT Sponsor Beneplan – National HealthClaim – Business Career College Topic(s) Employment Law – A Year in Review and Trends to Watch for in 2020
Contract Wording – What you Need to Know to Avoid Trouble
A View from the Pharmacy – What you Should Know
Doing Disability Benefits Right Speaker(s) Laura K. Williams – Williams HR Law Professional Corporation
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Mike Sullivan – Cubic Health Inc.
Lawrence Ian Geller – Geller Insurance
Date November-19 - FULL DAY EVENT – Toronto Sponsor GroupQuest Benefit Resources Topic(s) What’s the Future of Pharmacare?
Advisor Risk & Liability, Where Insurers put your Client at Risk Speaker(s) Marilee Mark – Marilee Mark Consulting
Jim Bullock – Expert Witness
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date October-19 Sponsor The Benefits Trust Topic(s) Group Benefits from a P&C perspective & Why I think change is your friend Speaker(s) Blake Waddell – Waddell Insurance
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date August-19 – WORKSHOP Sponsor Best Doctors Insurance Topic(s) Building and Using a Plan Administrators Checklist Workshop Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date June-19 Sponsor Group Force Benefits Inc. Topic(s) Benefits, Administration, & Communication – A Broker Panel Speaker(s) Allison Brown – Thorpe Benefits / Michael Greenwood – Pelorus
Chris Gory – Insurance Portfolio Financial Services
Justin James – Harry James Group / Cheryl Jones (CJ) – Corporate Benefit Consult.
Date May-19 – WORKSHOP Sponsor Best Doctors Insurance Topic(s) Price vs Value & Adding Value using CGIB Workshop Speaker(s) Dave Patriarche – Mainstay Insurance/CGIB
Date Apr-19 Sponsor Maximum Benefit Topic(s) Private Plan Drug Cost Drivers & Forecasting & Public/Private Payor Integration Speaker(s) Joe Farago – Innovative Medicines
Brad Millson – IQVIA Canada
Denise Balch – Connex Health
Date Mar-19 Sponsor Collage Technologies Inc. Topic(s) Humans Behind the Benefits? Speaker(s) Andrew Lawlor – Livewire Communications Inc.
Bill Zolis – The Penmore Callery Group
Denise Desrosiers – Human Resources Consultant
Dave Patriarche – Canadian Group Insurance Brokers
Date Nov-18 Sponsor Collage Technologies Inc.t Topic(s) Generic Pricing Reductions and Biosimilars…Where employers can benefit
CGIB survey results. Where are we and where are we going? Speaker(s) Jim Keon – Canadian Generic Pharmaceutical Association (CGPA)
Leigh Doyle – Digital Journal Group
Dave Patriarche – Canadian Group Insurance Brokersh
Date Oct-18 Sponsor GroupQuest/JungoHR Topic(s) Your Clients Don’t Need a Golf Tournament. Give them HR
Sharing the Client Experience – An HR Leaders view. Speaker(s) Ariane Laird – ConnectsUs HR
Sabrina Mattiucci, CHRL
Date Aug & Sep-18 – WORKSHOP Sponsor Benefits By Design (BBD) Topic(s) Building and using a Plan Administrators CheckList Speaker(s) Dave Patriarche – CGIB
Date Jun-18 Sponsor Group Force Benefits Inc. Topic(s) Medical Marijuana – An HR Perspective – Are You Ready?
The Pills that Killed the Plan (not) – Prozac to Pot
& Adding Value to your Benefit Clients” Speaker(s) Jason Fleming – Med Releaf
David Patriarche – CGIB
Date May-18 Sponsor Maximum Benefit Topic(s) G19 Compensation Disclosure – An Update
When a Disability Claim Goes Wrong
Avoiding the Disability Claim going Wrong Speaker(s) Erica Hiemstra – CLHIA - David Share – Share Lawyers Liz Scott – Organizational Solutions
Date Feb-18 Sponsor Havern Benefits Strategies Topic(s) What Happens When an Employer asks About a Drug Claim? Speaker(s) Suzanne Lepage – Private Health Plan Strategist
Blair Rutledge – Cameron Stewart Life Science
Date Nov-17 Sponsor The Benefits Trust Topic(s) EMPLOYMENT LAW UPDATE: Existing Statutory Obligations
And New Employment Standards Obligations Under Bill 148 (Jan 1 / 18)
Employer Policy Changes, Updated Leaves, Increasing Minimum Wage and more Speaker(s) George Vassos – Littler Global
Bonni Titgemeyer – The Employers’ Choice Inc.
Date Nov-17 Sponsor Maximum Benefit Topic(s) The Ontario Exceptional Access Drug (EAP) Program is Improving
Threats/Challenges to your Business Speaker(s) Richard D’Iorio – Ministry of Health and Long-Term Care
Chris Bonnett – H3 Consulting
Denise Balch – Connex Health< Dave Patriarche – Mainstay Insurance Brokerage Inc. Joan Weir – CLHIA
Date Oct-17 Sponsor Equitable Life – My Flex Benefits Topic(s) Customer Relationship Management (CRM) Tools and Why YOU Need Them
Changing Tech and the Things Brokers NEED to Know Speaker(s) Aly Dhalla – Finaeo
Julie Einarson – BBD
Chris Gory – Insurance Portfolio
Date Jun-17 Sponsor Group Quest Benefit Resources Topic(s) Benefit Plan Renewals
Top 20 NEW Things Brokers Need to Know Speaker(s) Al Kaminskas – Net Worth, Jeremy Stankov – PBL
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date May-17 Sponsor BenefitsGenius.ca Topic(s) Managing Benefit Risk, Employment Law
Roles and Responsibilities of the Benefits Business Speaker(s) George Vassos – Littler Global
Mark Sylvia – Empire, Brent Collett – GWL, Rob Crowder – Benefits trust, Allan Sabat – Consulting House
Date Mar-17 Sponsor PPI Benefits Topic(s) Ontario Assistive Devices Program
Selling Value, Not just Price Joan Stevens – Ontario MOH<C
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Dec-16 Sponsor Mainstay Insurance Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Nov-16 Sponsor Equitable Life Topic(s) A Broker Panel: Present and Future, Where are we going? The Ontario Trillium Drug Program – a Refresher Speaker(s) Sophia Nizamuddin, Tim Spark, Peter Demangos, Jay Sharkey Menzies Jardine – Ministry of Health & Long-Term Care
Date Oct-16 Sponsor Group Quest Topic(s) Fraud, Waste and Abuse in Health Care Amending Contracts – Why Can’t Insurers Wait Until Renewal? Speaker(s) Joel Alleyne – Alleyne Inc. Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Sep-16 Sponsor BBD – WORKSHOP Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Jun-16 Sponsor Associum/MDM Topic(s) Understanding the Divide Between Short-Term and Long-Term Disability Speaker(s) Disability Claims – Looking Behind the Curtain Penny Buckner – Disability Management Consultant Peter Gove – Green Shield Canada
Date Apr-16 Sponsor CarePath Topic(s) Group Benefits – Back to Basics The Death of a Salesman HR & Administration Issues around Benefits Speaker(s) Harry Matheis – Matheis Financial Group Joanne Patriarche – Apotex Inc. Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-16 Sponsor Maximum Benefit Topic(s) Food For Thought When Implementing Drug Plan Changes Drug Caps? Do We or Don’t We? Speaker(s) Suzanne Lepage – Private Health Plan Strategist Margie Lambert – CIB Financial Services Inc. Chris Pryce – Human Capital Benefits
Date Dec-15 Sponsor CIGNA Topic(s) A Year in Review TPA’s, the new reality Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc. Scott Southward – BBD
Date Oct-15 Sponsor Maximum Benefit Topic(s) Legal Issues for Advisors Employer Liability in Plan Admin. Speaker(s) Jim Bullock – Expert Witness Elizabeth Forster – Blaney McMurtry LL.P
Date Sep-15 Sponsor Equitable Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Jun-15 Sponsor Benecaid Topic(s) Buying & Selling a Group Business Speaker(s) Adrian Chandran – BMO Roberta Tasson- Magnes Group Glenn Pittman – PeopleCorp
Date May-15 Sponsor Beneplan Topic(s) Rising Drug Costs Ontario Trillium Drug Plan Speaker(s) Barb Martinez – Great West Life Cathy Fuchs – White Willow Rob Campbell – MOHLTC – EAP
Date Mar-15 Sponsor Group Quest Topic(s) Building a Group Business Best Practices in Group Insurance Speaker(s) Chris Gory – Insurance Portfolio Dave Patriarche – Mainstay Insurance Brokerage Inc. Jeff Stinchcombe – Peoplecorp/HSP Drew Hubbard – Hubbard Financial
Date Nov-14 Sponsor Group Force Topic(s) What You Miss, May Be What Gets You! A Unique Perspective on the Business of Dentistry Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc. Dr. Rollin Matsui D.D.S., LL.B
Date Oct-14 Sponsor NFP Topic(s) Group MGA’s What they offer, Who they are, How they work and more Speaker(s) Neil Iddon – Associum Partners Mario Malatesta – GroupQuest Benefits Resources Inc. Vince Carmada – Group Force Benefits inc.
Date Jun-14 Sponsor Associum Group Guru Topic(s) Marketing Group Insurance A Marketing Package Educational Seminars Staying Top of Mind Centres of influence WHY we blog? Speaker(s) Nick Acocella – ProBenefits Zoltan Barzso – Accurate Design Benefits Peter Demangos – PDF Financial Jennifer Estall – WSC Insurance Bill Zolis – The Callery Group
Date Apr-14 Sponsor Merck Topic(s) Private Insurance Spending on Drugs, Dental & Vision in Canada Selling Value, NOT Just Price Speaker(s) Brett Skinner – Health & Economic Policy – Rx&D Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-14 Sponsor Manulife Financial Topic(s) Group: Then and Now + Small Group Renewals Patient Choice Cards – Pros & Cons – A discussion Speaker(s) Mike Duggan – Duggan Insurance Bill Adams – Smart STI Jeff Connell – CGPA
Date Nov-13 Sponsor Wellknit Shepell-fgi Topic(s) CLHIA Drug Policy & Pooling Report Trillium: Where are we now? Speaker(s) Stephen Frank- CLHIA Shirley Leong – CDIPC Barb Martinez – GWL Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-13 Sponsor Charter RX Topic(s) Changing Travel Coverage Benefit Plans & CRA IT Bulletins Speaker(s) Robin Ingle – Ingle Int’l. Scott Maclagan – Maclagan Inc.
Date Jun-13 Sponsor Wawanesa Topic(s) 3 Companies, 3 Plans, 3 Stories CRA changes on Independent Contractors Speaker(s) A panel of policy holders Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-13 Sponsor ESORSE Corp. Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-13 Sponsor Maximum Benefit Topic(s) A Pound of Cure An Ounce of Prevention Speaker(s) Allan Stordy – Arete Human Resources Inc. Chris Bonnett – H3 Consulting
Date Nov-12 Sponsor BBD Topic(s) Long Term Disability Pricing – How’s it work Forecasting or Fortune Telling – Things to Consider Speaker(s) Ron Smitko – Senior Acct Exec with SSQ Financial Group Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-12 Sponsor Accerta Topic(s) Employer Liability in Plan Administration Human Rights issues in Insurance Speaker(s) Elizabeth Forster – Blaney McMurtry LLP Maria Kotsopolus – Blaney McMurtry LLP
Date Jun-12 Sponsor Maximum Benefit Topic(s) The New WSIB – Surviving the Changes Avoiding Fraud in Employee Benefits Speaker(s) Dr. Liz R. Scott PhD. – Organizational Solutions Inc. Joel Alleyne – Canadian Health Care Anti-fraud Association
Date Apr-12 Sponsor Wawanesa Topic(s) Overview of Private Payer Drug Pooling Framework Ontario Trillium Drug Program Speaker(s) Stephen Frank – CLHIA Doug Whitefield – Exceptional Access Program Branch MOHLTC
Date Mar-12 Sponsor Empire Life Topic(s) How to Have a Successful Renewal and Keep your Clients Speaker(s) Dave Patriarche & Tammy Rahman
Date Nov-11 Sponsor Mainstay Topic(s) Written Employment Contracts ‘Independent Contractors’ Offers, Terms & Independent Contractors Speaker(s) William Anderson – Blaney McMurtry LLP Barry Prentice – Blaney McMurtry LLP Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-11 Sponsor Mainstay Topic(s) Drug Cost Issues faced by Plan Sponsors Speaker(s) Mike Sullivan – Cubic Health Inc.
Date May-11 Sponsor Accerta Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-11 Sponsor Maximum Benefit Topic(s) Administrative Services Only- ASO The Illness Continuum- Approvals, Pitfalls & Perils Speaker(s) Craig Terry – Corporate Benefit Consult. Dr.Liz Scott – Organizational Solutions Inc.
Date Mar-11 Sponsor Empire Life Topic(s) Group Insurance Policies & Contracts Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Nov-10 Sponsor Norfolk Mobility Topic(s) Ontario ADProgram Good Faith Claims Speaker(s) Joan Stevens – Ministry of Health Rod Winsor – Blaney McMurtry
Date Oct-10 Sponsor Accerta Topic(s) Group Travel Insurance Speaker(s) Robin Ingle – Ingle Intl.
Date Jun-10 Sponsor Associum Topic(s) Trillium Program E&O Claims Speaker(s) Doug Whitefield – Exceptional Access Program MOHLTC Roger Horst – Blaney McMurtry
Date May-10 Sponsor Accerta Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-10 Sponsor Mainstay Topic(s) Marketing Group Life After Work Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc. Joan Lowden
Date Mar-10 Sponsor Empire Life Topic(s) Technology Effective Communications Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc. Joan Lowden
Date Oct-09 Sponsor Mainstay Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Sep-09 Sponsor Empire Life Topic(s) Liability in Benefit Admin. LTD Benefits Speaker(s) Elizabeth Forster – Blaney McMurtry Lawrence Ian Geller – Geller Insurance Agencies Ltd.
Date Apr-09 Sponsor Mainstay Topic(s) Building & Using a Plan Admin. Checklist Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
