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

Type: Panel Discussion

Approved for one Continuing Education credit by the CFP Board*

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

Speakers:

• 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

Moderator:

• 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! But...how 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.