Events
Check back here frequently for upcoming events like webinars and conferences, and browse our catalogue of past webinars.
Upcoming Events
🎥 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.
Past Events
🎥 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!
🎥 Income Lab: “Live Case Study Featuring Russ Thornton: How Advisors Use Income Lab & Move Health to Keep clients Retirement Ready”
Markets are unpredictable, and clients are feeling the weight of the uncertainty. In times like these, the most powerful thing advisors can do is help clients understand, visualize, and take control of their retirement plan. That means focusing on what they can influence, like managing income, optimizing healthcare costs, and making smart annual updates to stay on track. On this live webinar from Income Lab and Move Health, Russ Thornton of Wealthcare will share how he uses both platforms to create personalized retirement plans that can be easily updated to account for changing life events and circumstances.
Key Learning Objectives:
🔵 Identify critical life events that should prompt retirement income and healthcare planning conversations.
🔵 Help clients manage their income—not just their investments—to better control healthcare costs and qualify for programs like Premium Tax Credits.
🔵 Use Income Lab’s suite of tools to easily update retirement income strategies and keep plans on track, regardless of market conditions.
🔵 Leverage Move Health’s platform to guide clients through smarter healthcare decisions, helping protect both their wealth and their health as they age.
⭐️ Bonus: Gain practical frameworks and client-ready talking points to shift conversations toward empowerment and action, exactly when clients need it most.
🎥 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.
🎥 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.