Savvy Tax Planning School for Financial Advisors
(September 26-27 in New York)
Don’t let clients overpay taxes! Build loyalty, referrals, and profits when you add a tax focus to your planning business.
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Challenge: If you don’t offer proactive tax planning, you risk losing clients to advisors who do, especially when clients realize they’ve been hurt by paying more taxes than necessary.
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Solution: Attend the Savvy Tax Planning School to start developing an ongoing, uniform tax planning strategy for clients that will boost your value proposition and differentiate you between your competitors, and build tighter loyalty among your clients, especially pre-retirees and retirees.
Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!
Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty
(October 3-4 in Atlanta or October 24-25 in Scottsdale)
You need to deepen and expand your expertise, especially if you want to pursue the lucrative retirement income planning market and expect to position yourself as a retirement “distribution” expert. Social Security and Medicare will be a critical topic in 2020 and beyond...
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What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?…
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Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
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SS and Medicare will continue to be critical topics in 2020 and beyond...
Get fully up to speed on the new Social Security strategies!
The Financial Educator Marketing Workshop
(October 24-25 in Scottsdale)
What if you could add $5 million, $10 million, or even $20 million in new assets every year…just by teaching prospects important financial planning concepts?
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Teach people important financial planning concepts and be among the highest paid teachers in the world…
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Discover the "2020 Prospecting Vision" you need to build your business in 2020 and every year thereafter…
Learn everything you need to start building an asset-gathering, business-building system that is the number one way to build your business in 2020 and beyond…
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)