Savvy Social Security Planning

Presentations

What Baby Boomers Need to Know About Their Retirement Income

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 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 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 presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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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 presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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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 presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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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 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 2022

What’s New With Social Security? 7 Things to Watch in 2022 is for previous workshop attendees and tells what’s new for in 2022, 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 presentation is FINRA-reviewed and is part of the Savvy Social Security Planning program.

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Client Handouts

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.

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Savvy Medicare Planning

Presentations

Managing Health Care Expenses in Retirement

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

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

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

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Client Handouts

The Baby Boomer’s Guide to Medicare

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.

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Savvy Tax Planning

Presentations

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 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!

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 presentation is FINRA-reviewed and is part of the Savvy Tax Planning program.

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The New Retirement Rules: Understanding SECURE Act 2.0

This informative presentation is ideal for both public presentations and one-on-one meetings. You’ll go through the biggest changes in the SECURE Act and explain how they change retirement planning for everyone. Most importantly, you’ll emphasize the point that everyone needs a review of their personal strategies. (43 slides plus script)

The FINRA-reviewed presentation is part of the Savvy Tax Planning program.

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Client Handouts

The 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.

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Savvy IRA Planning

Presentations

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

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

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

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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 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

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

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Client Handouts

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

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Savvy College Planning

Presentations

4 Keys to Cutting College Costs: How to Avoid Overpaying

This new Savvy College Planning presentation takes the information from “Six Ways to Cut College Costs” and reorganizes it around four key points that highlight the complexities of late-stage college planning and how parents can be smart shoppers. It also comes with a new, customizable client handout.

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

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

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Client Handouts

The Savvy Parents’ Guide to Cutting College Costs

Lynn O’Shaughnessy has developed an informative, easy-to read client resource that helps clients get a handle on the complicated aspects of paying for college.

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

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Savvy Cybersecurity

Presentations

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 presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

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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 presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

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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 presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

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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 presentation is FINRA-reviewed and is part of the Savvy Cybersecurity program.

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Savvy Long-Term Care Planning

Presentations

Getting Long-Term Care Planning Right: New Approaches for People at All Stages

You’ll start your presentation by introducing the challenge people face around long-term care. Then you’ll continue your presentation with a group of slides that “unpack” the problem for your audience. You’ll help them start to recognize why they may have put off LTC planning and begin to see that it’s not as daunting or insolvable as some have thought. You’ll touch on a range of issues about the consequences of NOT planning for long-term care. As you lead them through four key ideas, they’ll come to see that the importance of LTC planning and that there are a variety of do-able solutions they had not previously considered. But by the end your presentation, they’ll know how to proceed thanks to you.

The presentation is FINRA-reviewed and is part of the Savvy Long-Term Care Planning program.

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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 presentation is FINRA-reviewed and is part of the Savvy Long-Term Care Planning program.

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Client Handouts

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.

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Savvy Generational Planning

Presentations

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 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

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 presentation is FINRA-reviewed and is part of the Savvy Generational program.

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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 presentation is FINRA-reviewed and is part of the Savvy Generational program.

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Client Handouts

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.

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CPA/COI Networking

Presentations

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

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

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.

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

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

Learn More

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 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

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

The 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

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

Learn More

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

Learn More

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

Learn More

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 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: 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 presentation is FINRA-reviewed and is part of the Advisor/Client program.

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How to Get Rollover Ready!

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

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Manage Your Tax Bill For 2023 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 presentation is FINRA-reviewed and is part of the Advisor/Client program.

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QUESTIONS?

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