2025 Open Enrollment Summit
A jam-packed day of virtual sessions for financial planning professionals to prepare for this year’s Open Enrollment season for Medicare and the ACA (Marketplace).
“Why should I attend Move Health’s Open Enrollment Summit?”
Looking to elevate your financial planning expertise?
Not sure how to help clients during Open Enrollment?
Then Move Health’s 2025 Open Enrollment Summit is for you!
On September 17th, discover how to leverage Open Enrollment as an opportunity to strengthen client relationships, attract new clients, and integrate healthcare costs seamlessly into your financial plans.
Attend any or all of our four free, virtual sessions led by forward-thinking advisors and our team of healthcare planning experts to dive deep into crucial insights for navigating the upcoming Open Enrollment season. You’ll learn which initiatives and strategies to prioritize and walk away with actionable steps to help your clients during this critical period—all while driving lasting success.
AGENDA
AGENDA
Session One | “Why Should Advisors Care About Open Enrollment?”
Time: 11 AM CT | Speaker: Christine Simone, Move Health Head of Partnerships
Session Two | “What Financial Advisors Need To Know About ACA Marketplace Open Enrollment”
Eligible for 1 CE Credit!
Time: 11:45 AM CT | Speaker: Drew Shockley, CMIP, Move Health Co-Founder & Head of Development
Session Three | “What Financial Advisors Need To Know About Medicare Open Enrollment”
Eligible for 1 CE Credit!
Time: 1:15 PM CT | Speaker: Drew Shockley, CMIP, Move Health Co-Founder & Head of Development
Session Four | “How to Fit Open Enrollment and Healthcare Planning into Your Service Calendar”
Time: 2:30 PM CT | Moderator: Cole Craven, Move Health Co-Founder & Head of Growth
Panelists:
Jennifer Fensley, Capsouth Wealth Management Personal Wealth Director
Clifford P. Haugen, CFA, BLBB Advisors Principal & Financial Advisor
Judson Meinhart, CFP, BFA™, MBA, CTS™, Modera Wealth Management Director of Financial Planning
FAQs
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Yes! So what are you waiting for? Save your spot before seats run out!
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Two of the sessions, “What Financial Advisors Need To Know About ACA Marketplace Open Enrollment” and “What Financial Advisors Need To Know About Medicare Open Enrollment” are eligible for CE credit by the CFP Board. Since they are live webinars, you’ll need to watch the entire session to receive the full credit. Our team will send the registration information you provided when you registered for the session to the CFP board after the summit ends. The CFP Board will then review and decide whether or not to grant you the full credit. If you are granted credit by the CFP Board, you will be able to see that from your personal CFP dashboard in three to five business days after they have accepted the credit.
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Yes, all the sessions will be recorded and made available for on-demand viewing after the summit. Register for the event to access the recordings; we’ll notify you as soon as they’re available.
