2023 Lineup
Meet Our Speakers
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ed1cbc724aee4b662b3c4c_Christine.png)
Christine Simone
CEO
Caribou
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ed187d03136dcee1b6fb69_Judson.png)
Judson Meinhart CFP®, BFA™, MBA, CTS™
Director of Financial Planning, Principal
Modera Wealth Management, LLC
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ee69fb233af2ee4f13bb35_Cindy.png)
Cindy Hoes
Associate Vice President, Nationwide Retirement Institute
Nationwide Financial
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ee698a5867e1223a0047c1_Ari.png)
Ari Gottlieb
Principal
A2 Strategy Group
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f24e54d2968593df75dbd3_Lena.png)
Lena McQuillen, CFP®
Director of Financial Planning
Bailard, Inc.
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ed1885a490a9d171c6ece9_Russ.png)
Russ Thornton
Retirement Advisor for Women
Wealthcare for Women
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64ed188fc8f85f87a45d7f50_Clif.png)
Clifford P. Haugen, CFA
President and Financial Advisor
BLB&B Advisors
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f24f1d7f01443dc57a55c9_Christina.png)
Christina Reeg
OSHIIP Director
Ohio Senior Health Insurance Information Program
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f8ad98c4ded416c8b7da0a_Jennifer.png)
Jennifer Fensley
Wealth Management Director
CapSouth Wealth Management
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64efcc54c251a9a767218868_Deb.png)
Deb Gordon
Co-Founder and CEO
Umbra Health Advocacy
Co-Director
Alliance of Professional Health Advocates
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f8a2b366bf5be8ab87f8cd_Robert.png)
Robert Huebscher
Founder,
Advisor Perspectives
Vice Chairman
VettaFi
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f8c8cca8155b701e703d07_Amanda.png)
Amanda Stahl
Director, Longevity Planning
Raymond James
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64fa1b568a275ad8857a485a_John%20L..png)
John Lawton
CEO & Financial Advisor
BLB&B Advisors
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64fa27921169686c2ae5b4d2_Randy.png)
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