No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor Funnies: Plus a word or two from the Grim Reaper.
Advisor Funnies: It’s not quite Jetsons-level, but this personal flying vehicle will really be available in 2019 for no more than the price of an earthbound SUV…
Advisor Funnies: Plus a few more quick YouTube classics guaranteed to make you smile.
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.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024