Virtual
September 9th
Free CE Credits
Move Health’s Advisor Advantage Summit
How to Help Your Clients and Make The Most of Open Enrollment
Our annual virtual summit is back and better than ever before!
Think of this year’s event as Open Enrollment Plus — you’ll learn how to make the most of Open Enrollment and hear industry-leading advisors share their tips for growth and insights about the latest changes in the financial planning landscape.
Why Attend The Advisor Advantage Virtual Summit?
Healthcare planning is no longer a side conversation: it's a growth strategy. On September 9th, join financial planning leaders for a day of virtual sessions unpacking the trends redefining the industry and how to put them to work: stronger client relationships, a sharper value proposition, and a plan to make the most of Open Enrollment, one of the year's biggest opportunities.
Plus, you can do it all while earning up to two free CE credits.
FAQs
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Yes, but spots are limited. So what are you waiting for? Secure your registration!
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Two of the sessions, “What Financial Advisors Need To Know About ACA Marketplace Open Enrollment” and “What Financial Advisors Need To Know About Medicare Open Enrollment,” are eligible for CE credit by the CFP Board. Since these are live webinars, you’ll need to watch the entire session to receive the full credit. Our team will send the registration information you provided when you registered for the session to the CFP Board after the summit ends. The CFP Board will then review and decide whether or not to grant you the full credit. If you are granted credit by the CFP Board, you will be able to see that from your personal CFP dashboard in three to five business days after they have accepted the credit.
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Yes, all the sessions will be recorded and made available for on-demand viewing after the summit. Register for the event to access the recordings; we’ll notify you as soon as they’re available.
Advance Your Practice by Making The Most of Open Enrollment
Register for Move Health’s annual summit to unlock practical ways to advance your practice and turn Open Enrollment, one of the most significant life events on your clients' calendars, into one of your biggest opportunities of the year.