Caribou invites you to their event

Caribou's 2023 Open Enrollment Summit | Open Enrollment 101

About this event

Type: Educational Session

Approved for one Continuing Education credit by the CFP Board*

Title: Open Enrollment 101


  • Christine Simone, Caribou CEO

Details: Open Enrollment is a specific time of the year when you can modify your Medicare or Marketplace coverage — if only it was that simple! There is a lot of nuance to the timing and types of changes that can be made, which offers an opportunity for advisors to showcase to clients their proactive, planning-oriented services and demonstrate value.

This session will first cover Medicare Open Enrollment, providing an overview of its pieces and parts, what they cover, and their general associated costs. With those basics understood, it will then go into the many types of modifications that can be made during Medicare Open Enrollment, running annually from Oct 15th - Dec 7th.

Following this, the session will transition to a similar structure for the Marketplace, applicable to pre-65 retirees, business owners, and dependents, covering an overview first and then applicable changes that can be made. The session will wrap up with case studies and direct cost savings opportunities of going through this exercise with clients as part of your financial planning process.

By the end of this session, you will be able to:

  • Accurately recall the dates and timelines of the Open Enrollment period for both Medicare and the Marketplace.
  • Identify changes that are possible during the Medicare Open Enrollment period.
  • Identify changes that are possible during the Marketplace Open Enrollment period.
  • Understand the financial impact of not reviewing insurance coverage annually.

*This is a live webinar. To receive the full credit, you will need to watch the entire live webinar. After the webinar, we will send your results and your registration number (eg. CFP Board, FINRA) to the CFP Board for review. The CFP Board will then decide whether or not to grant you a full credit. We will send you an email to let you know their decision, and if you are granted a credit by the CFP Board, you will be able to see that on your personal CFP dashboard in 3-5 business days after they have accepted the credit.

Hosted by

  • Team member
    Christine Simone Co-founder @ Caribou


Learn how we help financial advisors and their clients build stronger financial futures through healthcare planning.