Meet Our Speakers
Judson Meinhart CFP®, BFA™, MBA, CTS™
Director of Financial Planning, Principal
Modera Wealth Management, LLC
Associate Vice President, Nationwide Retirement Institute
A2 Strategy Group
Lena McQuillen, CFP®
Director of Financial Planning
Retirement Advisor for Women
Wealthcare for Women
Clifford P. Haugen, CFA
President and Financial Advisor
Ohio Senior Health Insurance Information Program
Wealth Management Director
CapSouth Wealth Management
Co-Founder and CEO
Umbra Health Advocacy
Alliance of Professional Health Advocates
Director, Longevity Planning
CEO & Financial Advisor
Randy Kurtz, CFP®
Chief Investment Officer
Upper Left Wealth Management, LLC
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"
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"
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"