Four-Day Social Security/Medicare Workshop Is Now Virtual—Watch from Your Home or Office on May 12-15, 2025.
(Sessions will be recorded and replays will be available for 90 days)
Use This Opportunity to Boost Your "Social Security and Medicare Go-to Expert" Status
Join us for our intensive four-day online experience...
Yes, please sign me up for the four-day intensive VIRTUAL workshop at the rate of $1,597. You must be an active Savvy Social Security Planning member to attend this workshop. Savvy Social Security Planning package will be added to your order for the discount price of $597. Total Price: $2,194, plus shipping. Please note, attendees who sign up after April 28 will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.
Four-Day INTENSIVE VIRTUAL WORKSHOP (Monday, May 12–Thursday, May 15)
Deepen your understanding of advanced Social Security topics, learn the claiming strategies, and become an expert on Social Security.
How Does a Virtual Workshop Work?
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The workshop will be live-streamed and accessible from your computer/tablet
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Attendees will be able to ask questions and interact throughout the presentation
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Sessions will be recorded and replays will be available for 90 days
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Workshop materials will be shipped to you
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Holders of the CFP designation will qualify for CE credits (Note: To obtain credit you must either attend all the sessions live or take an assessment after viewing the replays.)
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: Monday, May 12, 2025
Session One: Introduction to Social Security:
12:00 pm – 1:15 pm ET /9:00 am – 10:15 am PT
Break:
1:15 pm – 1:30 pm ET /10:15 am – 10:30 am PT
Session Two: Coordinating Auxiliary Benefits and Claiming Strategies:
1:30 pm – 3:00 pm ET /10:30 am – 12:00 noon PT
Day Two: Tuesday, May 13, 2025
Session Three: Special Situations and Beyond the Calculators:
12:00 pm – 1:45 pm ET/9:00 am – 10:45 am PT
Break:
1:45 pm – 2:00 pm ET /10:45 am – 11:00 am PT
Session Four: Introduction to Savvy Medicare Planning:
2:00 pm – 3:00 pm ET /11:00 am – 12:00 pm PT
Day Three: Wednesday, May 14, 2025
Session Four Cont.: Introduction to Savvy Medicare Planning:
12:00 pm – 1:00 pm ET/9:00 am – 10:00 am PT
Break:
1:00 pm – 1:15 pm ET /10:00 am – 10:15 am PT
Session Five: Medicare Costs:
1:15 pm – 3:00 pm ET /10:15 am – 12:00 pm PT
Day Four: Thursday, May 15, 2025
Session Six: Transitioning to Medicare:
12:00 pm – 1:00 pm ET/ 9:00 am – 10:00 am PT
Break :
1:00 pm – 1:15 pm ET /10:00 am – 10:15 am PT
Session Seven: Building Your Business Around Savvy Social Security Planning:
1:15 pm – 3:00 pm ET /10:15 am – 12:00 pm PT
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 four-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.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
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