Social Security/Medicare Workshop—Boomer Spike Coming!
Virtual Workshop: May 13–16
Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.
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What does longevity mean for your clients? Working longer? Helping dependents? Planning for widows?…
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Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
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SS and Medicare will continue to be critical topics this year, and beyond…
Sessions will be recorded and replays will be available for 90 days.
Discovery Meeting Workshop
Virtual Workshop: May 20–21
The Discovery Meeting Workshop is our industry’s only two-day, research-based, virtual workshop that:
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Examines how advisors run their all-critical Discovery Meeting…
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Identifies 20+ challenges that interfere with getting your best results…
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Teaches you what really motivates prospects to accept your offer to become a client and why…
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Shows you exactly how to start making immediate improvements in nearly 30+ different areas…
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Offers you the option, after the workshop is over, to have your new Discovery Meeting recorded with our Discovery Meeting actors and analyzed by our team (This is optional but recommended for best results.)…
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Gives you an immediate ROI by showing you how to find better clients, more efficiently…
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Gain critical insights that boost results by 10%, 20%, 30%, or more.
Sessions will be recorded and replays will be available for 90 days.
Savvy Tax Planning School for Advisors
In-Person Workshop: Chicago, IL, June 6–7
Join us for a two-day intensive immersion in tax planning where you’ll discover the skills, concepts, and strategies needed to assist clients and position yourself as the go-to tax-smart advisor in your markets. Led by industry expert Debra Taylor, CPA/PFS, JD, CDFA, a creator of Horsesmouth’s Savvy Tax Planning program. The program will teach you to:
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Build loyalty, referrals, and profits when you add a tax focus to your planning business.
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Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
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Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!
Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!
Develop Your Medicare Strategy
Virtual Workshop: July 15–17
The retirement health care challenge—helping clients plan for the great unknown. Your clients are getting ready to enter the Medicare labyrinth, and they’re not getting the advice they need from their employers. Medicare’s a complicated, multi-part program tangled up in both the government and private sector. Knowing what to do, and when, is not intuitive.
Deepen your understanding of Medicare and health-care-related topics, learn the structure of the Medicare program and common planning pitfalls, and become a trusted resource for your clients and prospects.
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Learn who becomes eligible for Medicare and when
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Understand Medicare enrollment periods
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Understand late enrollment penalties, and how to avoid them
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Learn what’s not covered by Part A and Part B: deductibles, copays, coinsurance
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Understand why Medicare alone is not enough, and learn what to do about it
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Learn when Medicare is mandatory and when it’s optional.
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Learn how to estimate healthcare costs in retirement: Premiums, income-related adjustments, out-of-pocket costs, and more.
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How to plan for long-term care; including the factors affecting the need for long term care, possible triggers for long term care, estimating costs, and more.
Sessions will be recorded and replays will be available for 90 days.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)