UPCOMING & RECURRING EVENTS

Medicare workshops
across the NC foothills

Free, no-pressure Medicare education events for North Carolina residents turning 65 — held locally in Hickory, Lenoir, Morganton, and surrounding communities.

Workshop Schedule

Local workshop dates are coming soon

We're putting the next round of in-person Medicare workshops on the calendar across the NC foothills. In the meantime, if you'd like one-on-one guidance — or want to be the first to know when a workshop is scheduled near you — book a free call below.

Schedule a Free Call Watch the On-Demand Webinar
For Purchase

Behind The Advisor Medicare in Retirement Workshop Bundle

The straight talk about Medicare that most insurance agents won't give you — plus the exact checklist Patrick uses with clients turning 65.

What's Included
  • 60-Minute Video
    What Your Medicare Insurance Agent Won't Tell You
  • PDF Download
    Turning 65 Enrollment Checklist
$99 one-time
Launch Your Retirement MasterClass — registration open
MasterClass

Launch Your Retirement MasterClass

A self-paced retirement education series — mailed materials, on-demand video lessons, and the planning tools Patrick uses with his own clients.

What's Included
  • Mailed to You
    THE LAUNCH BOX — physical materials sent by mail
  • Book
    "Divided Money" by Patrick Holmes
  • Workbook
    Designing Your Retirement Strategy Guide — with flow charts and FAQs
  • Excel Tool
    Retirement Financial Hub — tracking and organizing (PC or Mac)
  • Replays
    Nights 2, 3 & 4 of Retirement Organization
  • On-Demand Series
    Self-paced 52-video education series
  • Bonus
    Additional bonus gifts
$697 one-time
Enroll Now

Questions about Medicare in North Carolina?

Whether you're turning 65 next month or planning ahead, Patrick will answer every question — without the sales pressure.

Schedule Your Strategy Session Meet Patrick