Seminars & meetings

Seminars & annual meetings.

Some conversations are easier in a room. Eric hosts two kinds of get-togethers — public seminars anyone can join, and annual plan-change meetings for the people he already looks after.

Open to everyone

Public seminars

Plain-language talks on Medicare and retirement topics — how the pieces fit together, what’s changing, and what it actually means for you. No jargon, no pitch, and time for your questions.

You don’t need to be a client to come. If someone you know is facing the same decisions, bring a friend — these are built for newcomers.

Medicare & retirement topics · newcomers welcome

For current clients

Annual plan-change meetings

Each fall, starting in late September, Eric walks his clients through what’s changing in their coverage for the year ahead. Meetings are grouped by plan, so the conversation is about exactly what you have — nothing generic.

Gatherings are held in Indianola and Des Moines. If you’re a client, watch for your invitation — or leave your details below and Eric will make sure you’re on the list.

Each fall · grouped by plan · Indianola & Des Moines

Want an invite?

Be the first to hear the dates.

Leave your details and Eric will reach out when dates are set — no obligation, and you can bring whoever you like.

Book a one-on-one time