On Demand
Must-know Financial Planning Strategies for 2024 Open Enrollment (1 CFP® CE Credit*)
Open Enrollment is a specific time of the year when Medicare or Marketplace coverage can be modified—if only it was that simple! There are a lot of nuances to the timing and types of changes that can be made, which offers an opportunity for advisors to showcase to clients their proactive, planning-oriented services and demonstrate value.
Join this webinar to learn about Medicare Open Enrollment, an overview of its pieces and parts, what they cover, their general associated costs, and the many types of modifications that can be made during its October 15 through December 7, 2024 timeframe.
The session will also provide a similar overview for the Marketplace, applicable to pre-65 retirees, business owners, and dependents, as well as strategies that can be applied from November 1, 2024, through January 15, 2025 (in most states). We will conclude with case studies and a discussion of the direct cost savings opportunities for clients when you walk through this exercise as part of your financial planning process.
*CFP Credits not applicable for viewing the recording
Speakers
Christine Simone
CEO
Caribou
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
Open Enrollment is a specific time of the year when Medicare or Marketplace coverage can be modified—if only it was that simple! There are a lot of nuances to the timing and types of changes that can be made, which offers an opportunity for advisors to showcase to clients their proactive, planning-oriented services and demonstrate value.
Join this webinar to learn about Medicare Open Enrollment, an overview of its pieces and parts, what they cover, their general associated costs, and the many types of modifications that can be made during its October 15 through December 7, 2024 timeframe.
The session will also provide a similar overview for the Marketplace, applicable to pre-65 retirees, business owners, and dependents, as well as strategies that can be applied from November 1, 2024, through January 15, 2025 (in most states). We will conclude with case studies and a discussion of the direct cost savings opportunities for clients when you walk through this exercise as part of your financial planning process.
*CFP Credits not applicable for viewing the recording
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