NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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You can lend a hand to the men and women who defend our country by helping to make sure their financial affairs are in order. Here are some ways to reach them, along with background material concerning their special needs.
Reservists from all sectors of the armed services are currently being mobilized—and in large numbers. Here's how to help these service members and their families address the financial implications of their departure.
America's veterans gave us freedom. Now help them and their families remain on solid ground.
Military officers and retirees have the money and mindset to make solid, long-term clients.
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.
The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025