Caribou's 2023 Open Enrollment Summit | Why Should Advisors Care About Open Enrollment?

Type: Panel Discussion

Title: Why Should Advisors Care About Open Enrollment?

Speakers:

• Lena McQuillen, CFP, Director of Financial Planning, Bailard, Inc.
• Randy Kurtz, CFP, Chief Investment Officer, Upper Left Wealth Management, LLC
• Jennifer Fensley, CFP, Wealth Management Director, CapSouth Wealth Management

Moderator:

• Christine Simone, CEO of Caribou

Details: Let’s address the question that’s on a lot of people’s minds: Why should advisors care about Open Enrollment, or healthcare planning at all, for that matter? They’re financial planning professionals, not healthcare professionals, not insurance brokers. Why should they care? Well, there are a lot of reasons to care and we’re going to cover them over them in this panel discussion. Our panelists will share their experiences and insights on the value of Open Enrollment as a planning opportunity, data about client expectations when it comes to healthcare planning, and more.