Live Webinars

Today’s clients aren’t just worried about market volatility or taxes—they’re increasingly concerned about how to pay for healthcare in retirement. In this high-impact session,…

Join Medicare expert Melinda Caughill for an essential webinar designed to educate both financial advisors and their clients on the significant changes to Medicare taking effect…

Join Medicare guru Melinda Caughill for a comprehensive webinar tailored specifically for financial advisors who serve veterans and federal employees. Navigating the complexities…

Join me for a special webinar with Medicare expert Melinda Caughill when she shows you how her i65 software program can help you clients determine whether to enroll in or delay…

Medicare planning is a crucial subset of retirement planning that ensures your clients will be able to maximize healthcare benefits and minimize healthcare-related costs in…