Synergy Blog

Synergy Principals Featured Speakers at South Florida MSP Compliance Seminar: Strategies for Lien Resolution and Liability MSAs

The Palm Beach County Justice Association is having an Attorney/Paralegal Breakfast CLE Cruise on Friday March 14, 2014.  Two of Synergy partners, Josh Pettingill and Dave Place will be the featured speakers at this event.

Topic: Medicare Secondary Payer Compliance: Welcome to the Jungle, Now Get Me Out of Here

  1. Lien Resolution: A step by step process for expediting resolution of Medicare’s Conditional Payments including the appeal, waiver and compromise process.
  2. Medicare Set Asides:  How to protect your clients and law firm – making sense of Medicare’s expectations, updates to case law, best practices, controlling the MSA process at settlement.


Majestic Princess II

Riviera Beach Marina

200 E 13th St Riviera Beach, FL 33404 United States


Boarding 8:00 a.m.

Departs   8:30 a.m.

Return   10:30 a.m.


$45 PBCJA Members

$60 Non Members

Register Early to receive advance pricing.


Josh Pettingill, MBA, MS, MSCC, Vice President for Synergy Settlement Services

Dave Place, JD, Director of Lien Resolution for Synergy Settlement Services

CLE Credits: 2.0 hours

The registration link is below.–rhCXGpKZqdNey


"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

"Whenever I have turned to Synergy, their team has always been there for our firm and our clients. They always take the time to answer all our clients’ questions and provide quick, accurate and reliable information so they can make an informed decision regarding structured settlements. With Synergy on our side, we know that our clients are getting the best service and the best structured settlements."

Troy Rafferty
Levin, Papantonio, Thomas, Mitchell, Echsner & Proctor

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