Events
Check back here frequently for upcoming events like webinars and conferences, and browse our catalogue of past webinars.
Upcoming Events
Stay tuned!
Past Events
Understanding Initial Medicare Enrollment: What Advisors Need to Know for Clients Approaching 65
Did you know that an estimated 4.1 million Americans will turn 65 each year through 2027? Your clients will also encounter this milestone, and it represents a great opportunity to speak with them about Medicare and support them through their initial enrollment.
Being able to guide clients through this important coverage decision confidently will ensure you and your clients avoid a potentially stressful transition and show clients that you're a proactive, comprehensive financial advisor.
Cole Craven, Move Health Co-Founder & Head of Growth, will go 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.
From Paralyzed to Prepared: Guiding Clients Through Scary Career, Retirement, and Healthcare Decisions
In this free session with Emily Rassam, a top financial advisor, Emily will unpack what’s really happening behaviorally when clients are overwhelmed, anxious, and unable to decide, especially around employment and healthcare.
She’ll cover practical ways to bring calm, clarity, and confidence to high-stakes life decisions. You’ll get to hear real client case studies and the exact language Emily uses in meetings to normalize fear, reframe risk, and translate “what if?” worries about healthcare costs into clear, actionable planning steps.
Move Health’s 2025 Open Enrollment Summit
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.
🎥 Move Health Webinar Wednesdays: “One Big Beautiful Bill Act & Health Insurance: What Financial Advisors Need To Know”
The One Big Beautiful Bill Act has been a big topic this summer, and for good reason! The bill impacts several areas of everyday Americans’ lives, many of which are areas that comprehensive financial advisors provide guidance on and need to know about. One of these areas? Health insurance.
In this free webinar, Cole Craven will explain:
- The big one: ACA Marketplace subsidy changes and strategies advisors can use to help clients (even high earners) qualify for Premium Tax Credits under the new rules.
- Health insurance options outside of the ACA for clients who don’t qualify for Premium Tax Credits.
- How Move Health can make the impacts of OBBBA (and legislation like it) less stressful for you and your clients.
Cole will also answer questions from advisors at the end of the webinar.
🎥 Move Health Webinar Wednesdays: “How To Include Healthcare Planning in Client Meetings”
Research shows that clients not only want to consult their financial advisors about healthcare (one of the top expenses in retirement) but also expect guidance from their advisors on this topic.
If you’re not talking about healthcare with clients, you’re missing out on referrals, deeper client relationships, and more accurate retirement plans.
But how do you start the conversation? No one likes talking about topics they don’t know much about—especially when you’re paid to be the expert. How do you have these conversations confidently and seamlessly as part of your client meetings? Cole Craven, Move Health Co-Founder & Head of Growth, will show you how in this free webinar! Aside from the learning objectives below, you’ll also walk away with three questions to ask clients to start a healthcare planning conversation.
🎥 Move Health Webinar Wednesdays: “Small Business Health Plan Options: Traditional Group, ICHRA, QSEHRA, and More”
Health insurance doesn’t have to be a headache for small business owners—or their financial advisors.
In this 30-minute fast-paced webinar, Drew Shockley of Move Health will break down the full menu of small business health plan options available today. Whether your client is just starting their business or looking to exit group coverage, understanding the right solution can unlock major tax advantages, boost employee satisfaction and reduce costs. We’ll cover when traditional group health insurance makes sense—and when it doesn’t. Plus, we’ll explore modern alternatives like ICHRAs and QSEHRAs that can give employers more flexibility and employees more choice.
If you advise business owners with 2–50 employees, this webinar is a must!