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Don't Wait: Purchase Your Pass for Our Inaugural Masterclass Program! LEARN MORE ->


Join Melinda Caughill, one of two Medicare experts who will lead the Masterclass, for an overview of the Medicare Masterclass Program we are hosting in May. Dates below. 

Melinda will review learning objectives and the major topics for each of the four sessions of the Medicare Masterclass program. 

Why Medicare? Healthcare costs have become retirees' number-one financial worry. Clients are desperately seeking advisors who do not sell Medicare insurance to provide them with meaningful guidance about Medicare and healthcare in retirement. Proof of this can be found in a 2023 Nationwide study in which 72% of respondents who have a financial advisor said they would consider changing advisors if their advisor cannot help them navigate Medicare choices.

Continuing Education (CE) Credits
Each individual session will provide 2 CE credits to subscribers with the CFP and American College designations. Plus, CPE subscribers can earn 2 CPE credits by attending each individual session. The program has been submitted for approval for 6 CE credits for Investment Adviser Representatives (?IARs?(. IARs must attend all of the programs designated as IAR CE-eligible to earn the credits.


Medicare Masterclass Dates:

Session #1: Planning for Medicare
Wednesday, May 8, 2024 | 1:00-3:30 PM ET (including Q&A)

Session #2: Getting to Know Medicare
Wednesday, May 15, 2024 | 1:00-3:30 PM ET (including Q&A)

Session #3: Enrolling in Medicare
Wednesday, May 22, 2024 | 1:00-3:30 PM ET (including Q&A)

Session #4: Living with Medicare
Wednesday, May 29, 2024 | 1:00-3:30 PM ET (including Q&A)

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