Training and Education
We focus on supporting agents with the tools, training, and guidance they need to serve their clients well. We prioritize clear communication, dependable resources, and long-term relationships built on trust.
Health Sherpa Trainings
Live training sessions available to help you learn about your HealthSherpa account & much more.
Welcome To Plan Advisors
A brief introduction to who we are, what we do, and how our team supports agents at every stage of their business.
Medicare 101
An easy-to-follow overview of Medicare that breaks down Parts A, B, C, and D, enrollment timelines, and key plan differences so you can confidently guide clients.
Understanding ACA
A clear walkthrough of the Affordable Care Act marketplace, eligibility rules, subsidies, and enrollment strategies to help agents serve individuals and families with accuracy.
May 2026
| Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|
| 1 | ||||
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4 Coffee & Chat at The Bean Yard 9:00 AM MT
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5 Why Plan Advisors 1:00 PM EST
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6 Welcome Call 1:00 PM EST
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7 | 8 |
| 11 | 12 | 13 | 14 | 15 |
| 18 | 19 |
20 Coffee & Chat Live in Tampa, Florida
9:00–11:00 AM ET
Virtual Coffee & Chat ☕️
11:00 AM–12:00 PM ET
|
21 | 22 |
| 25 | 26 | 27 |
28 Medicare 101 1:00 PM EST
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29 |