Introduction to LLMs, ChatGPT, and Copilot
Virtual Event
Kick off the series with a simple, clear look at what AI really is and how it’s already being used in benefits, claims, and accounting. We’ll […]
Events
12 events found.
The 2026 Renewal Landscape: Pressures, Pitfalls & Possibilities
Virtual Event
Host: Aaron MacDonald, Chief Strategy Officer, Michigan Planners The employee benefits landscape continues to shift as post-2024 and 2025 rate increases place added pressure on employer […]
Prompt Engineering: Getting the Most from ChatGPT and Copilot
Virtual Event
AI only works well if you ask it the right way. This session teaches you how to “talk” to AI clearly so it gives you accurate, […]
Creating Custom ChatGPTs and Copilots: Your First AI Agent
Virtual Event
Imagine having your own AI assistant that knows your company’s tone, tasks, and policies. This session shows you how to create just that: an AI agent […]
Delegating Tasks to Teams of AI Agent Assistants
Virtual Event
Instead of one general AI, what if you had a small “team” of AI helpers, each doing a specific job like reviewing documents or answering benefit […]
HSA Strategies That Drive Savings
Virtual Event
Host: Michael DiLorenzo, CEO, Michigan Planners & Aaron MacDonald, Chief Strategy Officer, Michigan Planners Health Savings Accounts (HSAs) are more than just a tax-advantaged benefit—they’re a […]
AI While You Sleep: Making Your AI Agent Team Autonomous
Virtual Event
AI can work around the clock. In this session, we’ll show how to set up automations so your AI assistants handle tasks overnight like reviewing claims […]
Scaling Up and Scaling Out: Turning MI Planners into an AI Success Factory
Virtual Event
This final session helps you take everything you’ve learned and build a plan to roll it out across the company. We’ll cover how to pick the […]
The Strategic Shift: ICHRAs, Medicare and Claims Intelligence
Virtual Event
Hosts: Aaron MacDonald, Chief Strategy Officer & Wes Shivel, Medicare Specialist, Michigan Planners Explore how employers are using ICHRAs and Medicare to control costs while offering […]
Frequently Asked Compliance Questions
Virtual Event
Compliance questions can be tricky, and misunderstandings can lead to costly mistakes. This session will tackle common challenges in tax compliance, ERISA, HRAs, cafeteria plans, reporting […]
Mastering Health Savings Accounts (HSAs)
Virtual Event
Larry will cover the fundamentals of Health Savings Accounts (HSAs), including eligibility requirements, contribution limits, tax benefits, and compliance considerations. Learn how HSAs can benefit both […]