Two-Day Intensive Workshop

Spend Two-Days in San Francisco, October 26-27, Understanding Social Security, Medicare and the Trump Revolution

• Learn the important interplay between Social Security and Medicare…
• Develop a deeper understanding of the potential big changes coming in both programs…
• Refresh and renew your expertise, plus get 10.5 CE credits for CFPs

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 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, OCTOBER 26–FRIDAY, OCTOBER 27 IN SAN FRANCISCO)

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 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)

The Patron Saint of Social Security

"Elaine has been the patron saint of the Social Security world. She has been a leader not only for myself but my firm as somebody we can go to both on the website and through her columns and now meeting her in person. She is a wealth of information. She communicates that very, very effectively. She understands where we are out in the world trying to work with our clients and she keeps an open eye to that relationship and she reinforces, validates and underscores. She's just been marvelous. It's been a pleasure having her teach me for these two days.''

—Jeff Young
Scottsdale, AZ

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.

Location

American Management Association Executive Conference Center

55 4th Street, 2nd Level

San Francisco, CA 94103

Hotel info:

Hotels: AMA does not arrange hotel accommodations. However, AMA has negotiated preferred rates at the following hotels based upon availability. Be sure to mention that you are an AMA conference attendee to secure your reservation and preferred rates. Reservations made after the cutoff date may be charged a higher rate. Contact the hotels below directly. Note: that we recommend that reservations be made early, as the number of rooms at preferred rates is limited.

San Francisco AMA Executive Conference Center is located right in the:

San Francisco Marriott Marquis Hotel
55 Fourth Street
San Francisco, CA 94103
888-575-8934
(Reference: American Management Association Business Rate)
If you are making your reservation online using the link below, use discount code A10.
Property Details

Parc 55 San Francisco - A Hilton Hotel
55 Cyril Magnin Street
San Francisco, CA 94102
1-800-HILTONS
(Reference: American Management Association Preferred Rate)
Property Details

Handlery Union Square Hotel
351 Geary Street
San Francisco, CA 94102
415-781-7800
Property Details

Sir Francis Drake Hotel
450 Powell Street
San Francisco, CA 94102
800-227-5480 (Reference: American Management Association Rate)
Property Details

The Stanford Court
905 California Street
San Francisco, CA 94108
415-989-3500
(Reference: American Management Association Rate)
Property Details

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 in the form below.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)

Or simply fax this form to: 212-363-9526