Roundstone recognizes and appreciates the important role benefits advisors play — that’s why we only operate through our network of trusted advisors.
Stay up-to-date with the latest trends and learn about how small to midsize businesses can enjoy the benefits of self funded health insurance.
We are a health benefits captive providing self-funded solutions to small and mid-sized employers. Our self-funded medical group captive bands employers together to fund their benefits the way much larger Fortune 500 companies do.
The annual Roundstone Advisory Council (RAC) meeting will be held at the JW Marriott, New Orleans on April 30 – May 1, exclusively for our high-performance growth advisors.
We’re planning an evening dinner event with the Roundstone team followed by the RAC meeting with lunch the day after.
This meeting is scheduled right before our Medical Captive Forum on May 1-2. It’s a great way to kick things off and set the stage for learning, networking, and sharing ideas.
We will cover a two-night stay (April 30 & May 1) at the JW Marriott, New Orleans if you attend the RAC meeting and the Medical Captive Forum. All food and drinks are included.
Also, we will cover a one-night hotel stay for all employers if you bring a client or prospect to the Forum.
After you register, we will send you more travel information and instructions on hotel booking.
4:00 pm – 6:00 pm: Check in at JW Marriott, New Orleans
6:00 pm – 9:00 pm: Dinner Event with Roundstone Team
10:00 am – 12:00 pm: RAC Meeting
12:00 pm – 1:30 pm: RAC Lunch
2:30 pm – 3:30 pm: MCF Registration
3:30 pm – 5:30 pm: MCF Opening Session
6:00 pm – 8:30 pm: MCF Welcome Reception
7:30 am – 8:30 am: Breakfast
8:30 am – 9:30 am: MCF Opening Keynote
10:00 am – 11:45 am: MCF Breakout Sessions
11:45 am – 1:00 pm: Lunch
1:00 pm – 3:00 pm: MCF Breakout Sessions
3:00 pm: MCF Concludes
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