2018 Spring Roundstone Advisors Council

The spring session of the Roundstone Advisors Council (RAC) will be held immediately following the 2018 Medical Captive Forum.

A welcome reception will be held on Wednesday, May 9 at 6 pm at the Market Garden Brewery in Historic Ohio City.

The RAC meeting will be held on Thursday, May 10 at Roundstone’s office in Lakewood, OH beginning with a light breakfast at 8:30 am and adjourning at 2:30 pm. Click HERE to view the day’s agenda.

All RAC members should plan on attending this opportunity to not only learn the latest on Roundstone’s self-funding solutions, but to network with their peers. Feedback from past events highlight that peer interaction during the breakout sessions is one of the key takeaways. By sharing best practices during this open forum workshop, advisors will learn actionable strategies for growing their business from other top advisors. We look forward to another successful event!

Please register below for the 2018 Spring Roundstone Advisors Council meeting on May 10.

Interested in becoming a member of the Roundstone Advisors Council?

The RAC began with the goal of bringing together the best and brightest advisors who embrace self-funding and Roundstone’s industry-leading medical captive solution. Membership is by invitation only. The RAC is comprised of an elite group of advisors who understand that healthcare has evolved, and that by being evangelists for self-funding positions them as consultants who understand how to help small to mid-market businesses, thereby staying ahead of the curve.

To learn more about how you can become a member of the Roundstone Advisors Council, contact us at info@roundstoneinsurance.com.

Registration for the 2018 Spring Roundstone Advisors Council

Please complete the registration form below, if you plan to attend the Roundstone Advisors Council immediately following the Medical Captive Forum.

2018 Spring Roundstone Advisors Council Signup
Roundstone has a block of hotel rooms at the Hilton Cleveland Downtown. Please ensure you indicate all nights you are staying, including those for the RAC, on the registration form for the Medical Captive Forum.