Welcome!

We're beyond excited to announce that the CareValue Health & Wealth EXPO is BACK for 2024…
‍
‍And we’re back at Casa Larga Vineyards!

Our annual EXPO is a great way to connect with the CareValue team. This year we'll be featuring some amazing speakers and the chance to connect with great vendors and carriers!

Be sure to check back on this page often as more details are announced!
‍

00
Days
00
Hours
00
Minutes
00
Seconds
OFFICIAL TIMER

Event Sponsors

Tentative Schedule of Events

9:00 - 10:00
10:00 - 10:30
10:30 - 11:30
11:30 -1:00
1:00 -1:30
1:45 - 3:00
3:15 - 3:35
3:50 - 5:00

Registration Opens, Headshots Available, Exhibition Area Open
Opening Remarks from CareValue
Keynote Speaker - Dwane McFarrin
Lunch, Headshots Available, Exhibition Area Open
Med Supp Benefits in New York - Joel Bologna
Agent Panel
Compliance Updates - Brianna Goode
CareValue Closing Remarks, Happy Hour

Presentation Spotlights

Dwane McFerrin
CLU, CFP, RHU, CLTC, LLIF
Chairman, NAHU Prescription Drug Task Force

This is one you won't want to miss. Dwane will be addressing the latest CMS regulations that will be sure to impact us all, in addition to speaking about the Inflation Reduction act and what tools you can use to save valuable time throughout your day.
‍

10:30 -11:30 am
Joel Bologna
Assistant Director of Sales, Globe Life of New York

There have been a lot of changes happening in the Medicare Market in New York, from carriers having significant rate increases, reducing, or discontinuing all together the commissions and/or renewals. Joel Bologna from Globe Life Insurance of New York will be discussing these changes and what unique opportunities Med Supp plans can add to your book of business.  


1:00 - 1:30 pm
Brianna Goode
Compliance Associate, CareValue

Join our very own Brianna Goode as she gives a refresher on the differences in compliantly marketing Medd Supp and Medicare Advantage plans. She will also go over steps you can take on how to avoid grievances, and some tips on what you should do if a beneficiary files one against you.


2:45 - 3:05 pm