Navigating Medicare:
A Guide for HR Leaders
Legal Update & Education Luncheon
Thursday, July 24, 2025: 10:45 am - 1:00 pm CT
Embassy Suites Denton Convention Center
3100 Town Center Tr, Denton, TX 76201
10:45 am to 11:00 am: Check-In
11:00 am - 11:30 am: Legal Presentation
12:00 pm to 1:00 pm Speaker Presentation
Presented by Nicole Morgan
This presentation equips HR leaders with the knowledge and tools needed to effectively navigate the complexities of Medicare. Designed to address the growing need for organizations to support employees nearing retirement, it provides a clear roadmap for understanding Medicare’s structure, benefits, and enrollment processes.
Nicole Morgan is the owner of Morgan Medicare Solutions, LLC, and a licensed insurance agent specializing in Medicare and retirement protection plans. Based in Sherman, Texas, Nicole brings over 20 years of experience as a Registered Occupational Therapist, having worked across all healthcare settings—acute care, outpatient, home health, skilled nursing, and community-based services. This clinical foundation gives her a unique perspective on the healthcare needs of aging adults.
Nicole transitioned into the insurance industry in 2016, leveraging her deep understanding of Medicare and senior care to help retirees confidently navigate their healthcare options. She is a Certified Senior Advisor (CSA), a Certified Geriatric Care Professional, a Long-Term Care Specialist, and holds Medicare Certification through the National Association of Benefits and Insurance Professionals (NABIP), where she remains an active member and serves on the board at the state and local levels.
In 2022, she launched Morgan Medicare Solutions to blend her healthcare expertise with insurance planning, offering personalized and comprehensive solutions for Medicare, long-term care, and retirement protection. Her mission is to educate, equip, and empower clients to make informed decisions about their coverage—often becoming a trusted resource through community workshops, referrals, and one-on-one consultations.
Beyond working directly with clients, Nicole is deeply passionate about educating professionals who serve retirees—especially HR leaders, financial advisors, and healthcare coordinators. She partners with employers to help reduce the stress and confusion that employees often face when approaching Medicare eligibility. By equipping these professionals with a basic understanding of Medicare and access to a value-added resource, she ensures they can confidently support their employees in transitioning to Medicare with ease and clarity.
A proud Sherman native, Nicole lives with her husband of 30 years and their three children. She is an active member of her church and strives to live out her core values of faith, family, and community in every aspect of her personal and professional life.
Legal Update by Shannon Norris
Topic:
This program will be submitted for 1.5 SHRM PDC. North Texas SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. For more information, visit the SHRM certification website at www.shrmcertification.org.
This program will be submitted for 1.5 General recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, or SPHRi™ recertification through HR Certification Institute® (HRCI®).
North Texas SHRM is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.
HR Certification Institute’s® (www.HRCI.org) official seal confirms that North Texas SHRM meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.
North Texas SHRM Policies and Procedures
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