Want to increase your client base? Here’s how.

February 18, 2026

In this free webinar, Move Health Co-Founder Drew Shockley, CMIP®, will show how healthcare planning can help you stand out from competitors, justify your fees, and continually impress prospective and current clients.

Join us on February 25th at 11 AM CST to learn:

✅ Financial planning industry trends, including what clients expect from their advisors.

✅ Healthcare industry information to help you determine whether healthcare planning is right for your clients. (Hint: it is!)

✅ How to build a schedule for reviews and touch points within your service calendar that focuses on healthcare planning.

✅ How healthcare planning can create additional touch points with clients throughout the year.

✅ What questions to ask clients to guide them through key healthcare cost and coverage decisions, thereby creating more comprehensive financial plans.