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Throughout the year, Allegacy conducts free workshops and webinars in an effort to help individuals and business owners deepen their understanding of specific financial matters. We offer something for everyone, with topics that include Estate and Investment Planning, Benefits Administration, Identity Theft Prevention, Auto Buying and the ever-popular Homebuyer's workshop. Upcoming workshops are always being added to the schedule, and the topics we cover are continuing to expand. Check back often to get details on a workshop that interests you.

All on-site workshops are held in the Financial Learning Room at Allegacy's Headquarters, located at 1691 Westbrook Plaza Drive, unless otherwise noted. Instructions for joining webinars will be sent via email after registration has been completed.

For Individuals

For Businesses

  • RegisterACA – Health Insurance Marketplace – What Employers Need to Know
    WEBINAR | Tuesday | January 13 | 1:00 PM

    Hosted by the Insurance Group (formerly JBA Benefits), a part of Allegacy Business Solutions

    The Affordable Care Act requires that all individuals to have minimum essential coverage or pay an individual shared responsibility payment. This webinar will focus on what employers need to know to help their employees access marketplace coverage if an employer does not offer employer-sponsored coverage that meets two federal requirements (60% Minimum Value and 9.5% Affordability).

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterACA - Reporting Requirements on the 2014 IRS Tax Forms
    WEBINAR | Thursday | January 22 | 1:00 PM

    Hosted by the Insurance Group (formerly JBA Benefits), a part of Allegacy Business Solutions

    A large share of the Affordable Care Act (ACA) is being enforced through the tax code including both the individual shared responsibility and employer shared responsibility provisions of the law. This webinar explains the new ACA reporting requirements found in the 2014 IRS tax forms including the 1094-B, 1094-C, 1095-A, 1095-B, 1095-C, 8928, 8941, 8962, and 8965 forms. In addition, the webinar will cover ACA specific line items included in the 2014 1040, 1040-A, and 1040-EZ individual tax forms to enforce the individual mandate.

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterACA – Tracking Full-Time, Variable-Hour and Seasonal Employees Basics
    WEBINAR | Wednesday | February 11 | 1:00 PM

    Hosted by the Insurance Group (formerly JBA Benefits), a part of Allegacy Business Solutions

    Beginning in 2014 the Employer Shared Responsibility provisions of the Affordable Care Act (ACA) and IRS guidance defines what a full-time, variable-hour, and seasonal employee is under the law. IRS guidance sets standards for tracking employee hours for the purposes of determining if you are a large employer in 2015 and for offering health coverage to full-time employees. In this webinar we will discuss how to group employees into categories and how to measure employee hours using three new time periods (measurement, administrative, and stability) plus how to use the IRS safe-harbor look-back measurement method to help employers determine when to offer health coverage to avoid potential IRS and DOL penalties. This webinar includes new guidance from the IRS.

    Instructions for joining the webinar will be sent to you via email after you register.

  • RegisterHealth Savings Account Basics for Employers
    WEBINAR | Wednesday | March 4 | 1:00 PM

    Hosted by the Insurance Group (formerly JBA Benefits), a part of Allegacy Business Solutions

    Health Savings Accounts (HSAs) are special tax-advantaged saving account that allows individuals to save for future health care expenses. This webinar explains what employers need to know about High Deductible Health Plans (HDHPs) that are required to allow employees to open HSA accounts.

    Instructions for joining the webinar will be sent to you via email after you register.

 

 

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