EFPR Group Companies

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation.

Event – September 15th Health Care Reform

You Are Invited To….

Health Care Reform: What is next for 2016 and Beyond

To help you understand the rules and build a strategy around your company’s Health Care compliance plan, EFPR Group and Beltz Ianni & Associates have joined together to bring you an educational seminar on Affordable Care Act reporting penalties that are now in effect for 2016. In addition, we will explain what you should be doing to avoid them.

This 90 minute informational presentation on Health Care Reform outlines key components of ACA and offers various strategies for employer cost savings. Erick Bond, CEO of Bond Financial, and Kate Saracene, Esq. from Nixon Peabody will be presenting on the following topics:

  • Changes in compliance expectations from 2015 to 2016
  • Actuarial Values
  • Employer Group Savings
  • Cadillac Tax
  • Affordability (employer’s perspective)
  • Strategies to maximize benefits, and more


Date: Thursday, September 15, 2016

Time: 8:00-8:30 AM Registration and Breakfast; 8:30-10:00 AM Presentation

Location: Monroe Golf Club, 155 Golf Avenue, Pittsford, NY 14534

Speakers: Erick Bond, Chief Executive Officer, Bond Financial Network and Kate Ulrich Saracene, Partner, Nixon Peabody. Erick is a heath care compliance expert and his company has developed Bond Total Access, a tool to make ACA Reporting effortless. Kate Saracene, Esq. leads Nixon Peabody’s Health and Welfare Employee Benefits team. She assists employers, insurance brokers, third-party administrators, and multiple employer arrangements with benefit plan compliance. Kate is frequently quoted in local and national publications and regularly presents to audiences across the country.

Hosts: Mario Di Luigi, CPA and Fred Beltz, CLU, ChFC

RSVP: Limited Seating. To attend this free, informative seminar you must register by September 9. Please call Alyssa Becker at 585.295.0519 or ABecker@EFPRgroup.com

Don’t miss this opportunity to learn what you need to know about Health Care Reform.

For more information call