Online Insurance & Finances Crash Course Registration
October 14 & 28, 2022

9:15am-12:15pm ET
(Attendees are asked to log on 10 minutes prior to the start time)

Content Level: Beginner
Audience: Advocates and oncology health care professionals

Practical Things to Consider When Registering

  • Please register with the email address that you will have access to on the day of the event. Occasionally, emails from Triage Cancer get blocked by hospital or work servers. If you think this will be a problem, please use your personal email address to register.
  • Please enter the mailing address that you have access to. Make sure the address provided is correct.
  • Please check your spam folder for emails from Triage Cancer. Some hospital or external servers have been known to block our emails.

Meet Our Experts

Presenting the Insurance & Finances Crash Course are Triage Cancer CEO, Joanna Morales, Esq., and COO, Monica Bryant, Esq.


Get session information, timing, and learning outcomes.

Accreditation Information

Profession specific accreditation information, and other requirements.


Registration is now closed. 

Participants who need accommodations for a disability should email info@triagecancer.org.


Presenting the Insurance & Finances Crash Course are Triage Cancer CEO, Joanna Morales, Esq., and COO, Monica Bryant, Esq. Throughout their careers, they have presented more than one thousand educational seminars on cancer-related legal and practical issues.

Joanna Morales

Joanna Fawzy Morales, Esq.
Chief Executive Officer

Read Joanna's Biography

Monica Bryant

Monica Fawzy Bryant, Esq.
Chief Operating Officer

Read Monica's Biography

Nicole Jolicoeur headshot

Nicole Jolicoeur, Esq.
Staff Attorney

Read Nicole's Biography


TimeSessionLearning Outcomes
Day 1
9:15am - 9:45amIntroduction to Cancer-Related Legal Issues, Managing Finances After Cancer, & Accessing Financial Assistance1) Delineate the major contributing factors to financial toxicity after a cancer diagnosis; 2) Outline various strategies to minimize out-of-pocket health care costs
9:45am - 10:30amOverview & History of the U.S. Health Care System1) Define terms used in health insurance; 2) Outline the different types of health insurance plans; 3) Identify the three places individuals can get health insurance from in the U.S.
10:30am - 12:15pmEmployer-Sponsored & Individual Health Insurance1) Outline the various individual and employer-sponsored health insurance options available to patients; 2) Describe consumer protections included in various federal and state laws; 3) Explain the private health insurance appeals process
Day 2
9:15am - 10:15amGovernment-Sponsored Health Insurance1) Describe eligibility differences for Medicare and Medicaid; 2) Outline the various Medicare plan options available to patients; 3) Identify resources for patients to learn more about accessing Medicare and qualifying for Medicare Savings Programs
10:15am – 11:10am Employment Rights1) Describe how the ADA and FMLA can be useful to their patients; 2) Articulate patients’ disclosure rights under various federal laws
11:10am - 12:10pm Navigating Disability Insurance & Appeals1) Articulate how disability insurance can be useful to someone who can no longer work, temporarily or permanently, as a result of a cancer diagnosis; 2) Explain how disability insurance works with other leave laws
12:10pm - 12:15pm Closing

Accreditation Information


Triage Cancer is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses who meet the requirements will be awarded 6 contact hours.

360 minutes of instruction/60 minutes = 6 contact hours

Social Workers

Triage Cancer, #1689, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Triage Cancer maintains responsibility for this course. ACE provider approval period: 08/26/2020 to 08/26/2023. Social workers completing this course receive 6 continuing education credit.

Triage Cancer is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0626. Social Workers completing this course will receive 6 contact hours.

This course, Insurance & Finances Crash Course, Approval #07292002-1698, provided by Triage Cancer is approved for continuing education by the New Jersey Social Work Continuing Education Approval Collaborative, which is administered by NASW-NJ. CE Approval Collaborative Approval Period: Friday, July 29, 2022 through August 31, 2024. New Jersey social workers will receive 6 CE credits for participating in this course.

Human Resources Professionals

Triage Cancer is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

SHRM Recertification Provider

Other Professionals

If you would like a general certificate of completion, you must indicate that when completing the evaluation form. You must attend the entire event.

Evaluation forms are emailed after the event and are required for a certificate. You will also receive a post-test, which is not mandatory, but strongly encouraged.

Requirements to Receive Credit (all professionals)


In order to receive CE/contact hour/PDC, attendees must register individually. Participants who “listen in” on another participant’s phone/computer will not be eligible for credit. Participants must attend the entire event. No partial credit will be given.

Post-test & Evaluation

Participants will be emailed a link to the online evaluation and post-test one day after the completion of the Insurance & Finance Intensive and will have one week to complete both. Participants must receive a passing grade (80%) on the post-test to receive CEs/Contact Hours (please note: this is not required for patient advocates and HR professionals). Participants who do not pass the post-test will be given one opportunity to re-take the test. Instructions and a link to re-take the exam will be emailed to every participant who does not receive a passing grade on the post-test. If participants do not pass the post-test on the second attempt they will not receive credit.


The relevant certificates will be emailed to eligible attendees within 4 weeks of the event.

Accreditation Questions or Grievances

Questions about Triage Cancer’s accreditation can be made by phone at 424.456.4628 or via email at CEU@TriageCancer.org. Complaints may be filed via fax (424) 258-7064, email CEU@TriageCancer.org or by mail to 6348 N. Milwaukee Ave., #136, Chicago, IL 60646.

Technology Requirements

Triage Cancer uses the Zoom platform to host its webinars. Please see Zoom's system requirements for more information.

Web camera

Attendees are required to have a functional web camera to join this program. If you do not have a web camera please email info@triagecancer.org.