Two-Day Social Security/Medicare Workshop in New York City, August 5–6.

Boomer Spike Coming! 

• What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?
• Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
• Learn the strategies your clients need help implementing. Join us in New York City, August 5–6 and boost your expertise

Use this unique opportunity to boost your "Social Security and Medicare Go-to Expert" status. Join us for our intensive two-day experience...

Yes, please sign me up for the two-day intensive workshop in New York at the early-bird rate of $1,797 (deadline is July 6). You must be an active Savvy Social Security or Savvy Medicare member to receive this deal. Savvy Social Security Planning for Boomers package will be added to your order for the discount price of $497. Total Price: $2,294, plus shipping.

I will receive admission to the two-day, total workshop experience:

TWO-DAY INTENSIVE WORKSHOP (WEDNESDAY, AUGUST 5–THURSDAY, AUGUST 6 IN NEW YORK CITY, NEW YORK)

Deepen your understanding of advanced Social Security topics, learn the claiming strategies, and become an expert on Social Security

• Introduction to How Medicare Works
• Review of Key Social Security concepts
• Interplay of Social Security and Medicare
• Update on the Trump Revolution’s Possible Effect on the System.

Meals and Reception

Enjoy a full breakfast both days, lunch both days, and a networking Happy Hour at the end of day one.

Instructional material

Full workshop materials: classroom manual, handouts, case studies, slides, etc.

CE Credit

Holders of the CFP designation will qualify for CE credits.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, Learn-It-All attendees get a complementary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes; discuss your key take-aways from the workshop; discuss your key goals for integrating Social Security into your business; complete a one-page action plan to guide you in your next steps. ($299 value)

Day One: Wednesday, August 5, 2020

Agenda

Registration 8:00 am – 8:45 am

Session One: Introduction to Social Security

8:45 am – 10:15 am

• What is Savvy Social Security Planning?
• Social Security: The value of your advice
• How Social Security benefits are calculated: AIME and PIA
• How claiming age affects the benefit amount

Break

10:15 – 10:30 am

Session Two: Coordinating Auxiliary Benefits and Claiming Strategies

10:30 – 12:00 noon

• Rules for spousal, divorced-spouse, and survivor benefits
• Deemed filing and the Budget Act of 2015
• General advice for spouses
• Scenario planning for individuals and couples
  • Coordinating spousal, divorced-spouse, survivor, and dependent benefits

Lunch

12:00 noon – 1:00 pm

Session Three: Special Situations and Beyond the Calculators

1:00 pm – 2:45 pm

• The earnings test
• Taxation of benefits
• WEP/GPO
• Beyond the calculators: Multiple marriages, divorces, deaths
• How to conduct a Social Security audit

Break

2:45 pm – 3:00 pm

Session Four: Introduction to Savvy Medicare Planning

3:00 pm – 5:00 pm

• Why clients need Medicare planning and your role
• Medicare basics: Who signs up, and when?
• How to Medicare interacts with private insurance

Happy Hour Reception

5:00 pm – 6:00 pm

Day Two: Thursday, August 6, 2020

Session Five: Medicare Costs

8:45 am – 10:15 am

• Health care cost components: premiums, deductibles, cost sharing, out-of-pocket costs
• Late enrollment penalties
• Managing and minimizing health care expenses in retirement
• Medigap vs. Medicare Advantage: What you need to know

Break

10:15 am – 10:30 am

Session Six: Transitioning to Medicare

10:30 am – 12:00 noon

• Savvy Medicare planning for clients under and over 65
• Considerations and steps to take when comparing plans
• Planning for health care costs in retirement
• Bonus session: History and financing of Social Security and Medicare

Lunch

12:00 pm – 1:00 pm

Session Seven: Building Your Business Around Savvy Social Security Planning

1:00 pm – 3:00 pm

• Marketing your Savvy Social Security planning services via seminars and workshops: Overview of the Marketing Toolkit

• Case studies
• Workshop tips
• Educating CPAs, attorneys, and other centers of influence

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 18 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