Caribou invites you to their event

Caribou's 2023 Open Enrollment Summit | Fitting Open Enrollment & Healthcare Planning in Your Service Calendar

About this event

Type: Panel Discussion

Approved for one Continuing Education credit by the CFP Board*

Title: Fitting Open Enrollment & Healthcare Planning in Your Service Calendar


  • Russ Thornton, Retirement Advisor for Women, Wealthcare for Women
  • Judson Meinhart CFP®, BFA™, MBA, CTS™, Director of Financial Planning & Principal for Modera Wealth Management, LLC
  • Cindy Hoes, Associate Vice President of Nationwide Retirement Institute for Nationwide Financial


  • Josie Livengood, Marketing Manager for Caribou

Details: After two days of informational, helpful sessions all about Open Enrollment you're ready to use this season as a planning opportunity with clients! do you actually do that? Our panel of experts is here to share tips and insights on how they bring up Open Enrollment to clients, what kind of communications they send out, when to start planning, how they identify who needs to make enrollment decisions during Open Enrollment, and more.

*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

  • Guest speaker
    Judson Meinhart

  • Guest speaker
    Russ Thornton Wealthcare for Women

  • Guest speaker
    Cindy Hoes

  • Team member
    Josie Livengood


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