Medicare 101 — the front door.
The education-first workshop you run to open the Medicare conversation with age-in and T65 clients — the start of every relationship.
Education, not a pitch.
Education-first
A plain-English session that helps people understand Medicare — so trust is built before anything else.
Relationship-opening
It’s the conversation that gives you permission to discuss retirement, income, and everything after.
Repeatable
A proven format you can run again and again, with the marketing handled for you.
We market it. You run it.
The materials
Approval-aware slides, handouts, and the workshop framework — produced and managed for you.
The promotion
We handle the marketing behind it so you can focus on the room in front of you.
The follow-up
Systems for RSVPs, reminders, and follow-up so no conversation slips.
Medicare is simply the conversation that gives you permission to discuss everything else — which is where Retirement 101 begins.
Open the conversation.
Live · 90 minutes · free for advisors.