2023 Lineup
Meet Our Speakers
Christine Simone
CEO
Caribou
Judson Meinhart CFP®, BFA™, MBA, CTS™
Director of Financial Planning, Principal
Modera Wealth Management, LLC
Cindy Hoes
Associate Vice President, Nationwide Retirement Institute
Nationwide Financial
Ari Gottlieb
Principal
A2 Strategy Group
Lena McQuillen, CFP®
Director of Financial Planning
Bailard, Inc.
Russ Thornton
Retirement Advisor for Women
Wealthcare for Women
Clifford P. Haugen, CFA
President and Financial Advisor
BLB&B Advisors
Christina Reeg
OSHIIP Director
Ohio Senior Health Insurance Information Program
Jennifer Fensley
Wealth Management Director
CapSouth Wealth Management
Deb Gordon
Co-Founder and CEO
Umbra Health Advocacy
Co-Director
Alliance of Professional Health Advocates
Robert Huebscher
Founder,
Advisor Perspectives
Vice Chairman
VettaFi
Amanda Stahl
Director, Longevity Planning
Raymond James
John Lawton
CEO & Financial Advisor
BLB&B Advisors
Randy Kurtz, CFP®
Chief Investment Officer
Upper Left Wealth Management, LLC
Agenda
Descriptions, speakers, and additional information coming soon!
Day One | Monday, October 2nd
Session One | "Why Should Advisors Care About Open Enrollment?"
Session Two | "The Good, The Bad, and The Ugly of Medicare Drug Plans"
Approved for 1 CE Credit by the CFP Board
Session Three | "State-by-State: How Medicare and the Marketplace Change Based on Location"
Session Four | "How to Choose Between a High or Low-Deductible Health Plan"
Session Five | "Open Enrollment 101"
Approved for 1 CE Credit by the CFP Board
Day Two | Tuesday, October 3rd
Session One | "How to Position Healthcare Planning for Growth During Open Enrollment"
Session Two | "Healthcare Cost & Industry Trends"
Session Three | "How to Protect Clients from Scams During Open Enrollment"
Session Four | "Fitting Open Enrollment & Healthcare Planning in Your Service Calendar"
Approved for 1 CE Credit by the CFP Board
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