Two-Day Social Security/Medicare Workshop in Scottsdale, Arizona—March 21-22, 2024.

Use This Opportunity to Boost Your "Social Security and Medicare Go-to Expert" Status.

Join us for our intensive two-day live experience in Scottsdale...

Yes, please sign me up for the two-day intensive workshop in Scottsdale, Arizona, March 21-22  for the rate of $2,297. You must be an active Savvy Social Security member to attend this workshop. Savvy Social Security Planning for Boomers package will be added to your order for the discount price of $597. Total Price: $2,894, plus shipping.

Master the Art and Science of Savvy Social Security Planning with Our Comprehensive Workshop for Financial Advisors in Scottsdale

Comprehensive Workshop for Financial Professionals: The Savvy Social Security Planning Workshop is an in-depth, comprehensive training program specifically designed for financial advisors. Our expert instructors cover the most important aspects of Social Security and Medicare, ensuring that you're equipped with the knowledge and tools to confidently guide your clients through the complex world of retirement planning. By mastering these critical areas, you will enhance your value to clients and set yourself apart from the competition.

Discover the Latest Social Security and Medicare Claiming Strategies: Our experts break down complex Social Security and Medicare rules, revealing advanced claiming Strategies to maximize your clients' benefits. Gain a deep understanding of eligibility, spousal benefits, survivor benefits, taxation, and more – all tailored to fit your clients' unique retirement goals.

Boost Your Confidence and Competence: Our workshop delves into the nuances of Social Security and Medicare. From understanding the best age to claim benefits to navigating spousal and survivor benefits to understanding Medicare’s IRMMA surcharges, you'll be armed with the knowledge to create personalized strategies for each client's unique situation. Gain a competitive edge by being able to offer expert advice on these critical financial decisions.

Exclusive Access to Top-Rated Advisor Resources: As a participant in the Savvy Social Security Planning Workshop, you'll receive exclusive access to our comprehensive resource library, packed with valuable tools, guides, and calculators. Use these resources to deepen your understanding of Social Security and Medicare, and help your clients make informed decisions about their retirement. Our ongoing support ensures that you stay up to date with the latest changes and strategies, so you can continue to serve your clients with confidence.

Two-Day INTENSIVE WORKSHOP IN SCOTTSDALE (Thursday, March 21–Friday, March 22) 

Day One: Thursday, March 21, 2024

Registration/Breakfast

Session One: Introduction to Social Security:

Break

Session Two: Coordinating Auxiliary Benefits and Claiming Strategies

Lunch

Session Three: Special Situations and Beyond the Calculators

Session Four: Introduction to Savvy Medicare Planning:

Break:

Session Four Cont.: Introduction to Savvy Medicare Planning:

Networking Happy Hour

Day Two: Friday, March 22, 2024

Breakfast:

Session Five: Medicare Costs:

Break:

Session Six: Transitioning to Medicare:

Lunch

Session Seven: Building Your Business Around Savvy Social Security Planning:

Presenters

Elaine Floyd

Your workshop will be led by Elaine Floyd, CFP^®, Horsesmouth’s Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security and The Financial Advisor’s Guide to Savvy Medicare. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.

 

Sean Bailey

Sean M. Bailey is the Editor in Chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. In his business development presentation at the two-day intensive workshop, he’ll lead you through in-depth case studies examining the prospecting side of advising Boomers about Social Security.

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760