Events
Check back here frequently for upcoming events like webinars and conferences, and browse our catalogue of past webinars.
Upcoming Events
Past Events
🎥 Move Health Webinar Wednesdays: “Understanding Initial Medicare Enrollment: What Advisors Need to Know for Clients Approaching 65”
Drew Shockley, Move Health Co-Founder & Head of Development, goes over enrollment timelines, how to determine which Medicare coverage options are the optimal choice for individual clients, special considerations for clients who are still working and their spouses, and, most importantly, how all this impacts your clients’ financial plans.
Key Learnings - By the end of this webinar, you will be able to:
- Understand Original Medicare Parts A and B.
- Identify the differences between Traditional Medicare Supplements and Medicare Advantage.
- Clearly outline action items, such as specific enrollment periods and timeframes, and when to delay Medicare.
- Identify action items for your Medicare clients and how to serve them.
🎥 Move Health Webinar Wednesdays: "Your Client is Retiring Before 65: What You Need To Know About ACA Marketplace Enrollment"
Clients retiring before Medicare eligibility often face uncertainty on how to bridge their healthcare coverage gap and what costs to expect. As an advisor, knowing how to guide them through ACA enrollment, identifying tax credits, and optimizing their healthcare coverage avoids retirement pitfalls and setbacks.
Key Learnings - By the end of this webinar, you will know:
- How to maximize ACA subsidies for early retirees.
- The key mistakes to avoid when advising pre-65 clients.
- How to integrate healthcare costs into retirement plans.
🎥 Move Health Webinar Wednesdays: “Why Healthcare Planning Matters to High-Net-Worth Clients”
Surveys show that today’s high-net-worth clients are looking for more than portfolio performance—they want advisors who understand the full picture of their lives. That includes one of the most important (and overlooked) areas of financial planning: healthcare.
In this live webinar, Move Health Co-Founder Drew Shockley will explore how integrating healthcare planning into your high-net-worth clients’ comprehensive financial plans and conversations can elevate your value, deepen trust, and set your practice apart to ensure your HNW clients stay with you long-term and refer you to their friends and family.
Key Learning Objectives:
🔵 Data and insights about what high-net-worth and ultra-high-net-worth clients expect from their financial advisors.
👀 Sneak peek: 89% of ultra-high-net-worth individuals prefer receiving value-add services from a single source.
🔵 Clarity on misconceptions about the Affordable Care Act as a coverage option for high-net-worth individuals.
🔵 How to help clients feel confident about retiring before 65, and how to determine whether or not they should leave their employer-sponsored health plan.
🔵 Practical ways to implement healthcare planning into your services and client conversations, including a “Healthcare Readiness Plan” for high-net-worth individuals.