Retirement 101 — the bigger conversation.

Social Security, income, taxes, and rollovers — where Medicare clients become whole-practice relationships.

What it covers

The whole picture.

Timing, sequencing, and the income plan clients actually worry about.

The old 401(k) nobody reviewed, and the tax conversation behind it.

What happens to the spouse, the family, the plan — the questions that build trust.

How it works

Recognize the retirement conversation already inside every Medicare appointment.

The discovery framework that opens the bigger conversation — no pitch.

Know when and how to bring in the right specialist.

You don’t sell more. You see more — in the clients you already have.

Ready when you are

Live · 90 minutes · free for advisors.