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It’s one thing to know clients need help with Medicare, but how do you actually help clients with Medicare in practice? And, how do you do so in a fiduciary capacity?

Join financial planner Ed Smith to learn:

  • Why he began to address Medicare with clients
  • the amount of Medicare expertise you need
  • how approach the topic of Medicare
  • the business benefits of addressing Medicare for a financial advisor
  • what not to do when implementing Medicare

Medicare guru Melinda Caughill will also share her insights on best practices she’s seen from other financial advisors who proactively engage clients in Medicare discussions. Melinda is one of the highest rated speakers we've had, and the highest rated speaker ever on Medicare. 

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A CFP ID number will be required in order to receive CE credit for this webinar.