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Two-Day Workshop in Dallas, February 13-14.

Yes, please sign me up for the two-day Savvy Medicare Workshop in Dallas at the early-bird rate of $1,797 (deadline is January 13). You must be an active Savvy Medicare Planning member to receive this deal. If you’re not a member, the Savvy Medicare Planning package will be added to your order for the discount price of $497. Total Price: $2,294, plus shipping.

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)

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.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1

(Outside U.S.): 1-212-343-8760