Two-Day Workshop in Chicago, September 27-28.

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

• 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 Chicago, September 27-28 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 package at the early-bird rate of $1,997. 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 $397. Total Price: $2,394, plus shipping.

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

TWO-DAY INTENSIVE WORKSHOP (THURSDAY, SEPTEMBER 27–FRIDAY, SEPTEMBER 28 IN CHICAGO)

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, CIMA, and CPWA designations will qualify for 11.5 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)

Agenda:

Day One: Thursday, September 27, 2018

Registration 8:00 am – 8:45 am

Session One: How Social Security and Medicare Work Together
8:45 am – 10:15 am

• Elaine's story
• How and when Social Security and Medicare came into being
• Social Security claiming rules
• Medicare enrollment rules
• Why taking one forces the other—but not always
• Common mistakes
• Financial consequences of making Social Security and Medicare mistakes
• How you can help

Break
10:15 am – 10:30 am

Session Two: Social Security Rules and Strategies  
10:30 am – 12:00 noon

• How the AIME and PIA are calculated
• Cost-of-living adjustments (COLAs)
• Effect of early or delayed claiming on benefit amounts
• Two ways to analyze claiming decisions
• General claiming guidelines
• Dual entitlement: coordinating benefits when you are also entitled to spousal, survivor, or divorced-spouse
• How to maximize benefits

Lunch
12:00 noon – 1:00 pm

Session Three: Medicare Rules and Strategies
1:00 pm – 2:45 pm

• What is Medicare?
• Who can/must enroll in Medicare – and when?
• What's involved in enrolling in Medicare: the role of private insurance
• Medicare Advantage vs. Original Medicare: how to choose
• Estimating total health care costs with Medicare

Break
2:45 pm – 3:00 pm

 Session Four: Case Studies
3:00 pm – 5:00 pm

Cocktails
5:00 pm – 6:00 pm

Day Two: Friday, September 28, 2018

Session One: Social Security Claiming Strategies and Advanced Topics
8:45 am – 10:15 am

• Scenario planning: where to start
• Spousal benefits: Rules for claiming, how calculated, claiming strategies
• Survivor benefits: Rules, how calculated, claiming strategies
• WEP/GPO for government workers and teachers
• How the earnings test works
• Dependent benefits; maximum family benefit
• Reform proposals and the future of the Social Security system

Break
10:15 am – 10:30 am

Session Two: Transitioning to Medicare
10:30 am – 12:00 noon

• Evaluating existing insurance
• Medicare and HSAs
• Timing of enrollments
• Preparing to bear the costs without employer support
• Planning for long-term care
• Politics of health care: possible changes to the Medicare program

Lunch
12:00 pm – 1:00 pm

Session Three: 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
  • Host a seminar
  • Teach a class
  • Speak to ready-made groups

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

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 16 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?

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