Lead With Financial Grade: The Medicare Industry Insider Event

We’re pulling back the curtain.

On May 20th, Financial Grade is hosting a Medicare Industry Insider Event — bringing together some of the most influential leaders in the space for an inside look at what’s happening now and what’s coming next.

This is where agents and professionals get access to:

• Real industry insights
• Key updates shaping the future
• Conversations you won’t hear anywhere else

This is not a typical mixer. This is where strategy, opportunity, and growth come together.

UNITEDHEALTHCARE
State of the Industry
Featuring Diane Gaswirth, Market Growth Director, UnitedHealthcare
The Medicare landscape is shifting fast. Get critical insights into Final Rule changes, certification timelines, and what’s coming that most agents don’t know yet.

SCAN HEALTH PLAN
The Rest of 2026 – What You Need to Know
Featuring Tony Barreto, San Diego Broker Account Executive, SCAN Health Plan
The selling season isn’t slowing down. Gain key updates for the remainder of the year, including important considerations like FEMA that impact how you support your clients.

OPTUM MEDICAL GROUP
Paint Your Story
Featuring:

• Melissa Gutierrez, VP of Growth and Retention, Optum
• Emilee Contreras, Growth Partner, Inland Empire & San Diego, Optum
• Shirley Lara, IPA Growth Manager

Agents are at the center of the member experience. Learn how Optum partners with agents, supports education, and helps you better navigate care delivery to serve your clients at a higher level.

If you’re serious about Medicare, you already know:

• The landscape is evolving quickly
• Compliance and industry changes matter more than ever
• The right partnerships can change your trajectory

This event is built for individuals who are ready to level up, not just show up.

• Licensed agents looking to grow and scale
• Agents exploring new opportunities
• Professionals curious about the Medicare space
• Individuals looking to build a business in a high-growth industry

New to Medicare? You are welcome.
This event offers a real, behind-the-scenes look at the industry from those leading it.

We’re bringing back a crowd favorite…

Chaco’s Tacos will be on-site with a live taquero
A standout from our Grand Opening event — fresh, authentic, and worth showing up for.

Come for the insights. Stay for the experience.

• This is a curated event with limited capacity.
  Serious agents
• Engaged professionals
• Individuals aligned with growth and opportunity

Spots are limited and expected to fill quickly.

Secure your seat and be part of the conversation shaping what’s next in Medicare.

Don’t miss your opportunity to connect with the people and partnerships driving the next chapter of Financial Grade.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Financial Grade Senior Consultants