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SUMMARY:Luncheon Meeting
DESCRIPTION:OUR NEXT MEETING IS\nJune 2nd\nLUNCH SPONSOR:\n \n Jack Tew\n
 RxBenefits\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\nDear AB
 A Members\, \nWe look forward to two informative presentations at our next
  meeting.\nThe first will be by Jonathan Schwartz\, Long Term Care Solution
  Consultant and Lauri LoQuercio\, Financial Services Professional\, New Yor
 k Life called: Understanding Long-Term Care Planning.\nThe second presenta
 tion will be by Conor White\, Solution Engineer and Sandy Navarro\, Senior 
 Director Growth\, Medefey entitled High Level Framework - Fragmentation to
  Clarity.\nOur June lunch sponsor will be Jack Tew of RxBenefits.\nWe look 
 forward to seeing you at our June meeting. Please watch for our May newslet
 ter later this month.\nPresentation #1\nUnderstanding Long Term Planning\nT
 his presentation is designed to provide general information about long-term
  care and the factors to consider when planning for future care needs.\nTop
 ics covered will include:\n\nThe role of long-term care planning\nKey consi
 derations when evaluating a long-term care strategy\nWhat government progra
 ms cover—and what they do not\nCurrent costs of long-term care services\n
 Available approaches to addressing long-term care needs\n\nPresented by:\nJ
 onathan Schwartz\, Long Term Care Solutions Consultantand Lauri LoQuercio\,
  Financial Services ProfessionalNew York Life\nPresentation #2\nHigh Level 
 Framework - Fragmentation to Clarity\nAn educational session exploring how 
 the gap between member intent and actual behavior is quietly draining Fund 
 reserves and impacting member health.\nPresented by:\nConor White\, Solutio
 n Engineerand Sandy Navarro\, Senior Director GrowthMedefy\nTUESDAY June 2n
 d\, 2026\nRWDSU370 7TH Ave - 5TH floor conference room(aka 7 Penn Plaza)\
 , New York\, NY.\n12:00 PM - 2:00 PM\nIn Solidarity\,\nThe Board of the Ass
 ociation of Benefit Administrators\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n \n
 \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJohnath
 an Schwartz\nLong Term Care\nSolutions Consultant\nNew York Life\n\n\n\n\n\
 n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nLauri LoQuercio\
 nFinancial Services Professional\nNew York Life\n\n\n\n\n\n\n\n\nLauri's ba
 ckground includes\n30 + years of experience working within a labor union en
 vironment. She has a strong understanding of how unions operate and how col
 lective bargaining agreements are structured. This experience allows her to
  identify potential gaps in benefits and help evaluate financial service so
 lutions that can complement existing coverage. As a result\, unions often u
 se Lauri as a resource for both their staff and their members when reviewin
 g and understanding different types of financial planning options.\n\n\n\n\
 n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
 \n\n\n\n\n\nConor White\nSolution Engineer\nMedefy\n\n\n\n\n\n\n\n\nGrew up
  in the rural midwest\, rooted in agriculture and the trades — carpentry\
 , masonry specifically. Fortunate enough that Football led him to college\,
  where he ended up studying Computational Science and Physics with a focus 
 on computer science for the aerospace industry. Life had other plans.\nA se
 rious injury redirected the path to military service\, and landed instead i
 n the tech startup world — specifically a personalized medicine genomics 
 company in St. Louis. That's where something clicked: the intersection of t
 echnology and healthcare is one of the most important — and most underser
 ved — spaces we have.\n Over the last seven years\, the focus has been g
 oing deep into healthcare and benefits navigation. The mission is simple\, 
 even if the work isn't: help people get better outcomes\, lower the cost of
  care\, and make an impossibly complex system a little easier to navigate. 
 It's an admirable space to be in — and a target-rich environment for peop
 le who like solving hard problems.\nToday presently at Medefy\, leading bot
 h the pre-sales and post-sales sides of Solutions Engineering. The way I t
 hink about it: my job is making sure promises made become promises delivere
 d.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSandy Navarro\nSeni
 or Director Growth\nMedefy\n\n\n\n\n\n\n\n\nSandy Navarro’s career is dri
 ven by a singular vision: to un-complicate the healthcare world and provide
  a clear path to resolution for those who need it most. With over 14 years 
 of experience\, Sandy’s journey began on the front lines as a licensed Be
 nefits Navigator\, providing face-to-face guidance to the rank and file in 
 the transportation\, manufacturing\, and retail sectors.\nThis foundational
  advocacy evolved into senior leadership at Kaiser Permanente and into the 
 digital era with Medefy. Currently\, as a steward of Medefy’s innovative\
 , blended Care Navigation platform\, Sandy oversees a digital-first approac
 h that connects members with 24/7 live clinical experts to resolve healthca
 re hurdles in minutes. By upholding the humanity behind the technology\, sh
 e ensures that even in a digital-first world\, no worker must navigate thei
 r health benefits alone.\nA bilingual leader covering the NY Metro Area\, N
 ortheast & Mid-Atlantic region\, Sandy holds a B.S. in Computer Science and
  Cybersecurity\, offering a unique "technical-meets-tactical" approach to b
 enefits strategy. She is currently pursuing her Certified Employee Benefit 
 Specialist (CEBS) designation\, continuing her commitment to fiduciary inte
 grity and the protection of member benefits.\nBeyond her credentials\, Sand
 y’s dedication to the workforce is a family legacy. With deep roots in th
 e International Association of Machinists and Aerospace Workers (IAM) Local
  in Northern New Jersey\, she remains a fierce advocate for labor rights a
 nd compassionate\, clear-eyed healthcare guidance for all. 
LOCATION:370 7TH Ave - 5TH floor conference room
DTSTAMP:20260713T065746Z
DTSTART:20260915T160000Z
DTEND:20260915T180000Z
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