March Membership Luncheon

 Registration is closed for this event

THE dcahu March 19, 2020 Membership Luncheon

has been cancelled due to covid-19 concerns



Account Based Plans

 By Paul Roberts

1 Hour of CE Credit - CE Course #331252

Course Description:

    • This course focuses on the most-common compliance topics and pitfalls surrounding Account Based Plans, with a special focus on 2020’s new Individual Coverage HRAs (ICHRAs). The course looks at the “ins and outs” of Premium Only Plans (POPs), Health and Dependent Care Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Health Savings Accounts (HSAs). We also discuss plan requirements, design options, advantages, eligibility, participation, HRA/HSA/FSA “stacking,” plan limitations, and more.

DATE: Thursday, March 19, 2020
TIME: 11:30 am - 1:30 pm

Villa Portofino Clubhouse

(Off Country Club Dr., between Monterey & Portola)
4001 Via Portofino

Palm Desert, CA 92260

​​​​Paul Roberts is the Manager of Compliance and Education at the Word & Brown General Agency, responsible for leading Word & Brown’s educational initiatives and the WBCompliance team in California and Nevada. Paul is a tenured veteran in the health insurance industry, carrying a long history of health insurance experience and an education in business management. He has performed nearly every operational role at Word & Brown General Agency in his fourteen-year tenure, and is passionate about education and keeping health insurance brokers and employers in-line with compliance.

Paul can be found at many industry events across the nation delivering CE, HRCI and SHRM courses, educating himself, advocating for the role of the agent, and working directly with brokers and employers. This gives Paul the best ability to innovate and improve Compliance and educational resources to support the businesses and abilities of brokers. Paul is passionate about education, diversity and helping others. He is grateful for his opportunity to support both brokers and employers and is committed to your success.

Sponsored By:


Fees & Procedures:
All registrations will require concurrent payment. REGISTRATION DEADLINE is 03/16/2020
$33 - Members

$55 - Non-Members

*Anyone not registered by 03/16/2020  will be asked to pay $65 at the door. 

*Disclaimer: You must be a member of DCAHU to qualify for the member rate of $33. If you are not a member, but sign up at the $33 member rate, DCAHU requires that an additional payment of $22 be submitted.

2019-2020 Meeting Refund Policy

*Members Only: DCAHU will allow members a ONETIME-PER BUDGET YEAR pass to roll over their lunch fees to the next meeting if they had a TRUE EMERGENCY that came up within 72 hours of the meeting and outside of the regular cancellation policy (72 hrs). If they DO NOT attend the next scheduled luncheon meeting, there will be NO REFUND, even if they have called to cancel that well in advance of the 72 hrs of that meeting.

*Non-Members: DCAHU requires a 72 hours cancellation notice prior to the meeting.
Any cancellation made after will not be refunded.

Thursday, March 19, 2020



11:00 am - 1:30 pm



Villa Portofino Clubhouse
(off Country Club Dr., between Monterrey & Portola)

4001 Via Portofino

Palm Desert, CA 92260



March 19th, 2020 11:30 AM through  1:30 PM
4001 Via Portofino
Palm Desert, CA 92260
United States
Event Fee(s)
Member $ 33.00
Non-Member $ 55.00
Late/Walk-in Registration (at the door) $ 65.00
Speaker $ 0.00
Speaker $ 0.00
Panelist-Member $ 0.00
Panelist-Non-Member $ 0.00