Horsesmouth
 

Join us in Chicago on September 26-28 for 2 Intensive Workshops!

Yes, sign me up for both workshops, so I can leave with a clear understanding of Social Security and the New Tax Act.  My cost for both workshops is $2,597 plus the special promotional rate of $794 (shipping not included) for Savvy Social Security and New Tax Law Briefing Programs. Total Cost: $3,391. You must be a member of both Savvy Social Security and the New Tax Law Briefing programs to attend both workshops.

2-Day Workshop:

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty…

Workshop Introduction and Goals:

Take you from where you are now and put you on the path to becoming or exceeding your role as the “Go-to Social Security expert” in your region, with working knowledge of Medicare.

We will address:

  • Effect of additional earnings (or lack thereof)
  • How to file a restricted application
  • Claiming benefits for dependent children
  • Survivor benefits for widows aged 60-70
  • Medicare and Social Security
  • And more

We are incorporating Medicare into our 2-day Intensive Social Security workshop. If you have most of the Social Security basics down and now want to see how the Medicare decision layers on top of the Social Security claiming decision, this workshop is for you.

This is need-to-know material and offers 10.5 CE credits for the CFP designation.

Who should attend:

If you want to deepen and expand your expertise, especially if you want to pursue the lucrative retirement income planning market and expect to position yourself as a retirement “distribution” expert. Social Security and Medicare will be a critical topic in 2018 and beyond.

What will be covered:

A total immersion experience taking you through a complete review of rules, strategies, and business development strategies, plus scenario-building, case studies, and discussion of advanced issues.

Presenters:

Elaine Floyd and Sean Bailey

To see agenda or to only register for Social Security and Medicare in an Age of Uncertainty click here.
  

1-Day Workshop:

Demystify the New Tax Act! Educate Prospects and Unlock Profitable Opportunities for You and Your Clients Now!

Workshop Introduction and Goals

The New Tax Act is far-reaching and will provide many planning challenges and opportunities for years to come. There are, after all, more than 20 significant changes to the code that advisors must navigate for their clients!

We will address your unanswered questions about the New Tax Act:

  • What do I need to know about the New Tax Act?
  • How can I use the New Tax Act to prospect?
  • How can I coordinate and connect with CPA’s?
  • How can I use the NTL to add value for my clients?
  • And many more…

We’ll start with an overview of the tax changes and discuss why the New Tax Act is a double-edged sword and explore the benefits and detriments for clients.

This is need-to-know material and offers 8.5 CE credits for those with the CFP designation.

Who should attend:

  1. Advisors who want to deliver top value and best advice to clients and prospects about the NTL
  2. Advisors who understand the basics of NTL, but aren't sure how to best serve their clients.
  3. Advisors who want to differentiate themselvesand add significant value to their client relationships

What will be covered:

Learn the technical issues to be confident in your ability to help clients and prospects position portfolios and update financial plans in the most tax-efficient way.

Presenter:

Debra Taylor

To see agenda or to only register for Demystify the New Tax Act! click here.

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

 
 ItemDescriptionQtyPriceDscNetTotal 
Social Security 2-Day Workshop Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty in Chicago, September 27-28. You must be an active Social Security or Medicare member to receive this deal. Savvy Social Security Planning for Boomers package will be added to your order.
1997.00 0.00 1997.00 $1,997.00 X
Demystify the New Tax Act Workshop Demystify the New Tax Act Workshop in Chicago
600.00 0.00 600.00 $600.00 X
Savvy Social Security Planning for Boomers Your Savvy Social Security Planning for Boomers program includes: 6 Client Presentations, Top-Ranked Software, Savvy Social Security Client Reference, 135 Social Security Questions Answered, The Financial Advisor's Guide to Savvy Social Security Planning, Subscribers-Only Website, Marketing Toolkit, Social Security Audit Tool, 26 Article Reprints and The Happy Advisor. 1 697.00 0.00 697.00 $697.00 X
New Tax Law Briefing Program Your New Tax Law Briefing program includes: The New Tax Law Workshop Presentation, 50 copies of The Taxpayer's Quick Reference Guide, New Tax Law Briefing First Meeting Guide, New Tax Law Briefing Marketing Toolkit and one copy of Hack-Proof Your Life Now! The New Cybersecurity Rules. 1 497.00 100.00 397.00 $397.00 X
  
Applicable tax and shipping will be calculated on the next page.
  
Sub-total
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3,691.00
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0.00
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$3,691.00
 

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