ADVISOR TRAINING WORKSHOPS
 

Social Security & Medicare Virtual Workshop—Boomer Spike Coming!
(June 8–11 Online From Your Home Or Office)

Elaine Floyd and Sean Bailey

Join us online from your home or office to learn the Social Security and Medicare solutions that can set your clients on the road to recovery and restore their faith in you, the markets, and their retirement plan.

  • What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?…
  • Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
  • Learn the strategies your clients need help implementing. Join us online from your home or office (June 8-11)

Sessions will be recorded and replays will be available for 30 days

Learn More and Sign Up

 

Virtual Savvy Tax Planning School for Financial Advisors
(July 7–10 Online From Your Home Or Office)

Debra Taylor and Jeff Levine

Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you! This program will teach you to:

  • Add a tax focus to your client service offerings because it saves clients money, boosts investment returns, and extends portfolio longevity.
  • Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
  • Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!

You'll be better positioned to help your clients avoid costly mistakes, minimize tax surprises, and boost their overall satisfaction of your services.

Sessions will be recorded and replays will be available for 30 days

Learn More and Sign Up

 

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)

 

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