No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor Funnies: Plus, stroke of luck leads to guacamole…and more.
Advisor Funnies: Plus, a big perk to marrying an accountant, starting college with a bang, and an early lesson in overcoming an obstacle.
Advisor Funnies: Catching Yogi in a relatable moment, plus amazing footage of the aurora borealis…
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025