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Events and learning

Good decisions start with room to ask better questions.

We are planning clear, welcoming educational events for people approaching Medicare, reviewing health coverage, building employee benefits, and strengthening everyday wellbeing.

Planned event series

Education for coverage decisions—and for life beyond the policy.

Medicare 101

Turning 65 workshop

A neutral educational walkthrough of Medicare timing, parts, coverage paths, and preparation.

ACA

Open Enrollment lab

How to update household information, compare total costs, verify providers and prescriptions, and complete effectuation.

Employers

Small-business benefits breakfast

A practical conversation about workforce needs, contribution strategy, coverage structures, and administration.

Life

Protection by life stage

How family, debt, business, caregiving, assets, and legacy goals can change the life-insurance conversation.

Healthy living

Cooking and nutrition sessions

Community events led by appropriately qualified presenters, without individualized medical advice.

Community

Caregiver and resource fairs

Bring together public education, qualified community resources, accessibility, and practical navigation.

Educational means educational

Medicare education and Medicare sales are different event types.

An event advertised as educational cannot become a disguised sales appointment.

Educational event
  • General Medicare information
  • No plan-specific premiums or benefits
  • No enrollment applications
  • No plan-marketing materials
  • No automatic sales follow-up
  • Clearly advertised as educational
Separate sales or marketing event
  • Clearly identified as sales/marketing
  • Current approved materials and scripts
  • Applicable carrier and CMS procedures
  • Required event reporting
  • Scope and contact controls
  • Licensed, authorized representatives
Every event page should answer

Make participation easy before registration.

Who it is forWhat attendees will learnEducational or sales designationDate and timeVenue and accessibilitySpeaker qualificationsCost and capacityPrivacy and recording noticeCancellation detailsWhat to bring
Community collaboration

Host a workshop with your organization.

Community groups, employers, professional partners, and local organizations can propose a general educational topic or venue.

Suggest an event
A thoughtful first step

Let’s make the next decision feel clearer.

Request a consultation