Horsesmouth

Client Education Center

Welcome to the Horsesmouth Client Education Center

Horsesmouth offers a wide range of informative presentations on important topics covering Social Security, Medicare, IRAs, taxes, college funding, estate planning, cybersecurity, and more. There’s something for every advisor and target market, including CPAs. There are currently 30 presentations, with more added every year.

All programs are available separately, or you can get everything Horsesmouth has to offer at one low price through the Master Membership. For more information, call Member Support at (888) 336-6884, ext. 1 or go to horsesmouth.com/master.

 All presentations come with FINRA-reviewed slides, a script, accompanying handouts, customizable marketing materials, and follow-up tools.

Savvy Social Security Planning

Presentations

What Baby Boomers Need to Know to Maximize Retirement Income

What Baby Boomers Need to Maximize Retirement Income Presentation

Make "Savvy Social Security Planning for Boomers" a key client-service offering for pre-retirees and their friends and families. The coming retirement wave presents a unique and sustained opportunity for you to extend and enhance your reputation.

The 45+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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Savvy Social Security Planning for Women

Savvy Social Security Planning for Women

Savvy Social Security Planning for Women shows women how they can maximize Social Security by taking advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits. This presentation is suitable for all women, including those already on Social Security as well as younger women who may be helping their parents. Men should be invited too, for they have wives, sisters, and mothers who all need help with Social Security.

The 55+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

Learn More

Savvy Social Security Planning for CPAs, Attorneys and Other Professionals

Savvy Social Security Planning for CPAs, Attorneys and Other
                Professionals

 You can increase your chances of getting referrals from centers of influence by sharing valuable information that helps them in their business. Baby Boomers, CPAs and attorneys are undoubtedly getting questions from clients about when to claim benefits, how the rules work, and how Social Security fits with the rest of their retirement income plan. You can help them broaden their understanding of Social Security by delivering this one-hour workshop.  CPAs who attend this workshop are eligible for one CPE credit.

The 45+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

Learn More

Savvy Social Security Planning for Couples

Savvy Social Security Planning for Couples

Spousal benefits are one of the least-understood aspects of Social Security. The media attention on claiming strategies for married couples is making people aware of such strategies, but it is also causing great confusion, as reporters get the facts wrong or clients misinterpret the rules.

The 70+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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Basic Rules and Claiming Strategies

Basic Rules and Claiming Strategies

Savvy Social Security Planning: Basic Rules and Claiming Strategies takes the general client presentation and strips out some of the detail, leaving your attendees with a few main points they should walk away with: why delay benefits, how spousal benefits work, how survivor benefits work, and what they should know before filing for Social Security.

The 40+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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What’s New With Social Security? 7 Things to Watch in 2019

Savvy Social Security Planning for Women

What’s New With Social Security? 7 Things to Watch in 2019 is for previous workshop attendees and tells what’s new for 2019, including COLA numbers, Medicare premiums, restricted application eligibility, coordination of Social Security with IRA RMDs, status of the Social Security Trust Fund, and the latest on Social Security reform proposals, of special interest in the first year of a new administration.

The 40+ slide presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

Learn More

Client Handouts

The Baby Boomer’s Guide to Social Security

The Baby Boomer's Guide to Social Security

When it comes to asking questions about Social Security, this guide is just what you need for the curious client who has questions and wants access to important information about their retirement.

Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning, has developed an informative, easy-to read client resource that helps clients get a handle on the complicated aspects of Social Security income planning.

The Baby Boomer's Guide to Social Security,” a 3-panel, 6 sided, 8.5" x 11", reference guide on Savvy Social Security Planning.  

Learn More

Savvy Medicare Planning

Presentations

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

A health care crisis is looming in this country, and it is essential for baby boomers to understand what they need to do to prepare for it financially.

CPA edition.

CPAs who attend your “Managing Health Care Expenses in Retirement” presentation may receive one hour’s worth of CPE credit. Offering this presentation to CPAs and other local COIs will help you build your referral base. Note: You must use this version of the CPA-specific presentation to satisfy NASBA CPE credit requirements.

The 60+ slide presentation is FINRA-reviewed and is part of the Savvy Medicare Planning program.

Learn More

Transitioning to Medicare—How Health Insurance Works After You Leave Your Job

Transitioning to Medicare—How Health Insurance Works After You Leave Your Job

This 30-minute client presentation will allow you to give pre-retiree clients and prospects a primer on transitioning to their retirement healthcare system without going into excessive detail or supplanting the appropriate professionals.

The 40+ slide presentation is FINRA-reviewed and is part of the Savvy Medicare Planning program.

Learn More

30 Minutes on Medicare Basics

30 Minutes on Medicare Basics

 This 30-minute client presentation will allow you to give pre-retiree clients and prospects a primer on Medicare without going into excessive detail.

The 45-slide presentation is FINRA-reviewed and is part of the Savvy Medicare Planning program.

Learn More

Client Handouts

The Baby Boomer’s Guide to Medicare

The Baby Boomer's Guide to Social Security

The Baby Boomer’s Guide to Savvy Medicare Planning: nails down all the important information into one digestible, four-page resource.

After you’ve taken clients through the basics of post-retirement healthcare planning, they can leave your office with peace of mind knowing that you’re looking at the big picture for them.

And with this reference at hand, clients can knowledgeably review those details with friends, family, and colleagues.

The Baby Boomer’s Guide to Savvy Medicare Planning is a durable, 8.5" x 11", 4-page resource. 

Learn More

Savvy Tax Planning

Presentations

How Tax Planning Changes Through Four Stages of Retirement

How Tax Planning Changes Through Four Stages of Retirement

This informative, action-oriented presentation is ideal for public presentations and one-on-one meetings. It’s supported by stories, data, and illustrations designed to engage clients and prospects about the importance of proactive tax planning.

The 65+ slide presentation is FINRA-reviewed and is part of the Savvy Tax Planning program.

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The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!

The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!

This informative, action-oriented tax law workshop is ideal for public presentations and one-on-one meetings. It answers the question about the new tax law: “What’s in it for me?” It helps clients and prospects figure out the issues and questions they need to address with their accountant regarding business finances, investment portfolios, and financial plans.

The 75+ slide presentation is FINRA-reviewed and is part of the Savvy Tax Planning program.

Learn More

Client Handouts

The Guide to Taxes and Your Retirement

Guide To Taxes and Your Retirement

A well-planned retirement tax strategy can add years to the life of a retirement portfolio.

Use this excellent resource in your office to give clients and prospects as you begin the conversation about retirement planning… Hand it out at presentations to reinforce the information shared…And share it with COIs who will see you as a trusted source of knowledge.

This 3-panel, 6-sided, 8.5" x 11" reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider.

Learn More

Savvy IRA Planning

Presentations

6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You’ve Left Your Job

The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!

What should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job?  This presentation will help your client's and prospects choose the right account options for their particular situation

The 45+ slide presentation is FINRA-reviewed and is part of the Savvy IRA Planning program.

Learn More

Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs

Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs

Connect with CPAs and other professionals by presenting this workshop.

You can award CPE credits to CPAs, too. Your Savvy IRA Membership gives you this new presentation and the ability to award CE credits to CPAs who attend. Horsesmouth is a registered CPE sponsor with the National Association of State Boards of Accountancy (NASBA) (Please note: certain guidelines must be followed to award credit.)

The 55+ slide presentation is FINRA-reviewed and is part of the Savvy IRA Planning program.

Learn More

Strategies to Help You Save Taxes and Get More Out of Your IRA

Strategies to Help You Save Taxes and Get More Out of Your IRA

Retirees are now responsible for making more of the critical decisions that will determine how successful they are in retirement. This presentation helps clients and prospects learn the strategies and rollover options to get the most out of their IRA.

The 60-slide presentation is FINRA-reviewed and is part of the Savvy IRA Planning program.

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Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

One-on-One Rollover Options

A slimmed-down version of 6 Retirement Account Options for you to use in meetings with your clients and prospects to easily and informatively walk them through the range of options they face when looking to rollover a retirement account.

The 14-slide presentation is FINRA-reviewed and is part of the Savvy IRA Planning program.

Learn More

Client Handouts

The Baby Boomer’s Guide to IRA Planning

The Baby Boomer's Guide to IRA Planning

The Baby Boomer’s Guide to IRA Planning, will answer those tough questions clients and prospects have about their retirement accounts. Jeffrey Levine, CPA developed this informative, easy-to-read client resource that helps clients get a handle on the complicated aspects of IRA planning.

This 3-panel, 6-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making IRA Planning decisions

Learn More

Savvy College Planning

Presentations

Six Ways to Cut College Costs Cut College Costs

Six Ways to Cut College Costs

Families have no idea how to manage the costs of college. The "6 Ways to Cut College Costs" presentation delivers a compelling look at the realities of college admissions and financial aid and explores the many underutilized forms of aid and ways to reduce expenses.

 The 54-slide presentation is FINRA-reviewed and is part of the Savvy College Planning program.

Learn More

An Inside Look at Qualifying for Financial Aid

An Inside Look at Qualifying for Financial Aid

Many families wrongly assume they’re not eligible for financial aid. It’s not just about income and savings. The presentation "An Inside Look at Qualifying for Financial Aid" is close look at the formulas used by the government and private institutions to determine financial need, and the keys ways to use them to get the best results for students.

The 50+ slide presentation is FINRA-reviewed and is part of the Savvy College Planning program.

Learn More

Client Handouts

The Savvy Parents’ Guide to Cutting College Costs

The Savvy Parents' Guide to Cutting College Costs

Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning, has developed an informative, easy-to read client resource that helps clients get a handle on the complicated aspects of Social Security income planning.

This 3-panel, 6-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions

Learn More

Savvy Cybersecurity

Presentations

1 Hour to Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now

1 Hour to Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now

This presentation introduces attendees to the top cybersecurity threats facing businesses and actions they can take to safeguard company data.

The 25+ slide presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

Learn More

Hack-Proof Your Smartphone

Hack-Proof Your Smartphone

Our smartphones have become the digital nerve center of our business and private lives. But many people don’t take the necessary cybersecurity precautions needed to safely protect them from being hacked.

The 25+ slide presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

Learn More

30 Minutes to Savvy Cybersecurity: 5 Threats Every Person and Business Faces—and How to Fight Them Now

30 Minutes to Savvy Cybersecurity: 5 Threats Every Person and Business Faces—and How to Fight Them Now

A shorter version of 1 Hour to Savvy Cybersecurity.This presentation introduces attendees to the top cybersecurity threats facing businesses and actions they can take to safeguard company data.

The 20+ slide presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

 Learn More

Will Hackers Scam Your Business? 5 Threats Every Company Faces and What Executives Should Do to Boost Cybersecurity at Work

Will Hackers Scam Your Business? 5 Threats Every Company Faces and What Executives Should Do to Boost Cybersecurity at Work

A one hour presentation to give to business owner and executive clients and prospects.  This presentation introduces attendees to the top cybersecurity threats facing businesses and actions they can take to safeguard company data.

The 20+ slide presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

Learn More
 

Savvy Caregiving

Presentations

4 Keys to Making a Difference in a Family Caregiving Challenge

4 Keys to Making a Difference in a Family Caregiving Challenge

You’ll start your presentation with a group of slides that “unpack” the problem for your audience so they recognize they’re not alone in a caregiving challenge. As you explore the range of issues families typically confront, they’ll realize that few families have prepared for the problems triggered by a caregiving crisis that endangers a loved one’s welfare and disrupts family harmony. But by the end your presentation, they’ll know how to proceed thanks to you.

The 65+ slide presentation is FINRA-reviewed and is part of the Savvy Caregiving program.

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Client Handouts

The Family Guide to Caregiving

The Family Guide to Caregiving<

It’s inevitable that your clients will continue to face challenges relating to organizing and overseeing care for their eldest family members. Your clients will appreciate your thoughtfulness in taking on this topic and steering them in the right direction as they a create caregiving plan for their families.

This 3-panel, 6-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan.

Learn More

Savvy Generational Planning

Presentations

6 Steps to Legacy Planning for the Generations 

6 Steps to Legacy Planning for the Generations

This informative, action-oriented presentation follows Follow a six-step legacy planning process to start leaving your mark for the next generation.

The 40+ slide presentation is FINRA-reviewed and is part of the Savvy Generational program.

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How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next

How to Plan, Communicate, and Execute
                the Smooth Transfer of Assets and Values From One Generation to the Next

This presentation gets to the heart of the main problem in generational transfer: communication. It covers these points: Generational transfer of assets, values, and goals isn’t natural. It requires planning. It’s hard to talk about inheritance, but Savvy Generational Planning provides a helpful framework for communication. There are four main steps to a successful generational transfer: Defining the family culture, setting family goals, learning key financial concepts, and preparing beneficiaries for their inheritance.

The 45+ slide presentation is FINRA-reviewed and is part of the Savvy Generational program.

Learn More

Opportunities for Collaboration and Joint Business Development

Opportunities for Collaboration
                and Joint Business Development

This professional roundtable helps you get in front of COIs to create a generational planning team. The roundtable agenda includes, the importance of family-focused estate planning and approach to multigenerational planning Ideas for collaboration and joint marketing.

The 20+ slide presentation is FINRA-reviewed and is part of the Savvy Generational program.

Learn More

Client Handouts

The Baby Boomer’s Guide to Legacy Planning

The Baby Boomer’s Guide to Legacy Planning

The Baby Boomer's Guide to Legacy Planning" leads your clients through a six-step legacy planning process. They’ll be deeply grateful when they’ve accomplished the tasks of traditional estate planning while also starting the process of “generational planning” that allows them to convey their wisdom, insights, and values to the next generation.ants access to important information about their retirement.

This 3-panel, 6-sided, 8.5" x 11" handout walks readers through the six steps of legacy planning and explains the importance of acting now.

Learn More

CPA/COI Networking

Presentations

Navigating the Complexities of the Medicare (aka Net Investment Income) Tax

Navigating the Complexities of the Medicare (aka Net Investment Income) Tax

This professional roundtable helps you get in front of COIs to create a generational planning team. The roundtable agenda includes, the importance of family-focused estate planning and approach to multigenerational planning Ideas for collaboration and joint marketing.

The 13-slide presentation is FINRA-reviewed and is part of Advisor/CPA. 

Learn More

LinkedIn for CPAs: 13 Ways to Leverage LinkedIn to Better Market Your Firm and Communicate With Clients

LinkedIn for CPAs

The COI Roundtable: Tapping Into Retirement Accounts is a prospecting/marketing effort designed to expand your COI network, demonstrate to COIs your expertise and commitment to client service, and, in time, improve the flow of professional referrals. This presentation is available for CPE credit. See Marketing Toolkit and CPE Credit Guide below.

The 45-slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

Savvy Social Security Planning for CPAs, Attorneys and Other Professionals

Savvy Social Security Planning for CPAs, Attorneys and Other
                Professionals

 You can increase your chances of getting referrals from centers of influence by sharing valuable information that helps them in their business. Baby Boomers, CPAs and attorneys are undoubtedly getting questions from clients about when to claim benefits, how the rules work, and how Social Security fits with the rest of their retirement income plan. You can help them broaden their understanding of Social Security by delivering this one-hour workshop.  CPAs who attend this workshop are eligible for one CPE credit.

The 45+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

COI Roundtable: Tapping Into Retirement Accounts

COI Roundtable: Tapping Into Retirement Accounts

The COI Roundtable: Tapping Into Retirement Accounts is a prospecting/marketing effort designed to expand your COI network, demonstrate to COIs your expertise and commitment to client service, and, in time, improve the flow of professional referrals. This presentation is available for CPE credit. See Marketing Toolkit and CPE Credit Guide below.

The 13-slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

1 Hour to Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now

1 Hour to Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now

This presentation introduces attendees to the top cybersecurity threats facing businesses and actions they can take to safeguard company data.

The 25+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

A health care crisis is looming in this country, and it is essential for baby boomers to understand what they need to do to prepare for it financially.

CPA edition.

CPAs who attend your “Managing Health Care Expenses in Retirement” presentation may receive one hour’s worth of CPE credit. Offering this presentation to CPAs and other local COIs will help you build your referral base. Note: You must use this version of the CPA-specific presentation to satisfy NASBA CPE credit requirements.

The 60+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

An Inside Look at Qualifying for Financial Aid

An Inside Look at Qualifying for Financial Aid

Many families wrongly assume they’re not eligible for financial aid. It’s not just about income and savings. The presentation "An Inside Look at Qualifying for Financial Aid" is close look at the formulas used by the government and private institutions to determine financial need, and the keys ways to use them to get the best results for students.

The 50+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs

Savvy IRA Planning for CPAs: 10 Things CPAs Should Know About IRAs

Connect with CPAs and other professionals by presenting this workshop.

You can award CPE credits to CPAs, too. Your Savvy IRA Membership gives you this new presentation and the ability to award CE credits to CPAs who attend. Horsesmouth is a registered CPE sponsor with the National Association of State Boards of Accountancy (NASBA) (Please note: certain guidelines must be followed to award credit.)

The 55+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

Opportunities for Collaboration and Joint Business Development

Opportunities for Collaboration
                and Joint Business Development

This professional roundtable helps you get in front of COIs to create a generational planning team. The roundtable agenda includes, the importance of family-focused estate planning and approach to multigenerational planning Ideas for collaboration and joint marketing.

The 20+ slide presentation is FINRA-reviewed and is part of Advisor/CPA.

Learn More

Client Outreach

Presentations

Life After Work: How to Create a Good Life in Retirement

Life After Work: How to Create a Good Life in Retirement

Life After Work: Hold a workshop in your community that pre-retirees will rush to attend. In this 1-hour interactive workshop, you’ll discuss the strategies that can help clients and prospects protect & sustain their retirement income.

The 45+ slide presentation is FINRA-reviewed and is part of the Advisor/Client program.

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How to Get Rollover Ready!

Life After Work: How to Create a Good Life in Retirement

Grow your retirement business with educational workshops that position you as the go-to expert in navigating the rollover process. This 1-hour workshop covers the decisions your clients and prospects need to make regarding their 401(k) savings and rollover blunders they must avoid.

The 39-slide presentation is FINRA-reviewed and is part of the Advisor/Client program.

Learn More

Manage Your Tax Bill For 2019 and Beyond!

Manage Your Tax Bill For 2019 and Beyond!

Target the $200,000⁺ high-income investor with a tax discussion that gets clients and prospects in your office before year-end. This 1-hour presentation can be given with a CPA. It discusses tax strategies and techniques for high-income clients and prospects.

The 30+ slide presentation is FINRA-reviewed and is part of the Advisor/Client program.

Learn More

QUESTIONS?

We’re glad to help. Call the Horsesmouth’s Member Support Team at (888) 336-6884, Ext. 1

 

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