🎉 Caribou's Second Annual 🎉

Open Enrollment Summit

A jam-packed day of virtual sessions for financial planning professionals to prepare for and guide clients through this year’s Open Enrollment season.

Why should I attend an Open Enrollment summit?

Looking to elevate your financial planning expertise? Not sure how to help clients during Open Enrollment?

Then Caribou’s 2024 Open Enrollment Summit is for you!

On October 9th, 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.

Choose from four free, virtual sessions to dive deep into crucial insights for navigating the upcoming Open Enrollment season with industry experts who are well-versed in healthcare and financial planning. You’ll learn which initiatives and strategies to prioritize during the upcoming Open Enrollment seasons, and walk away with actionable steps to meet this critical life event head-on and drive lasting success.

The sessions in this virtual summit will equip you to:

Use Medicare and Marketplace Open Enrollment as a planning opportunity to connect with clients.

Attract new clients by promoting that you can guide clients through their Open Enrollment decisions.

Create a more comprehensive financial plan by incorporating fixed healthcare costs.

Just to name a few things!

Save Your Spot

Agenda

Session One | "Why Should Advisors Care About Open Enrollment?"

Time: 10 AM PT | Speaker: Christine Simone, Caribou CEO

Learn More & Register

Session Two | "Major Changes For Part D: What Advisors Need To Know"

Time: 10:45 AM PT | Speaker: Clarice Fleming, Caribou HealthPlanning Coordinator