Q1 is over! Are you on track? Click here for a Q1 Review of your 2022 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor Funnies: Getting back to in-person meetings after a year-plus of Zoom…an interesting neighbor out for a stroll…and a dad just taking the usual precautions…
Advisor Funnies: Motivation…plus chicken soup and cows and being unmotivated with Jim Gaffigan.
August Advisor Funnies: Plus, a parenting anecdote about a Disney dream vacation, how to laugh like a wealthy person, and much more.
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.
Social Security and Medicare Workshop—Boomer Spike Coming!
With Elaine Floyd, CFP® and Sean M. Bailey
June 13–16, 2022
Social Security and Medicare: Help Clients and Prospects Navigate These Major Government Programs
Wednesday, May 25
4:00 p.m. ET / 1:00 p.m. PT
SIGN UP HERE
“New Normal” Practice Management Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
July 11–14, 2022
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Thursday, May 26