Spend Two Days Mastering the Intricacies of Savvy Social Security Planning
See Us in New York September 10-11th
Join Elaine Floyd for two days of serious learning about…
Yes, please sign me up for the Two-Day Intensive Workshop on Savvy Social Security with Elaine Floyd, CFP® for $2,197.
I will receive:
Admission to the two-day workshop covering:
Day One (Thursday, september 10)
—Understanding the Basics of Social Security
—Introduction to Claiming Strategies
—The Q&A Intensive: Understanding the Rules
—Crafting Scenarios That Work for Your Clients—Case Studies
Day Two (Friday, september 11)
—Examining Advanced Social Security Topics
—Introduction to Medicare and Its Role in Planning for Retirement Health Care Expenses
—Building Your Business Around Savvy Social Security Planning
Enjoy a continental breakfast both days, lunch both days, and a networking Happy Hour at the end of the first day.
Full workshop materials: binder, handouts, case studies, etc.
Holders of the CFP designation will qualify for 10.5 CE credits.
Presenters
Elaine Floyd
Your workshop will be led by Elaine Floyd, CFP®, Horsesmouth's Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor's Guide to Savvy Social Security and The Financial Advisor's Guide to Savvy Medicare. She is often quoted in leading publications including the Wall Street Journal, Kiplinger's Retirement Report, Marketwatch's Retirement Weekly and other publications.
Sean Bailey
Sean M. Bailey is the editor in chief of
Horsesmouth. Over the last 16 years, Sean has interviewed hundreds of
advisors about “what’s working” in their efforts to grow their
businesses. In his business development presentation at the Two-Day
Intensive Workshop, he’ll lead you through in-depth case studies
examining the prospecting side of advising Boomers about Social
Security.
Location
American Management Association
1601 Broadway, #8 (Times Square)
New York City, NY
Hotel accommodations are separate. Workshop attendees are responsible for making their own reservations. But here are recommended hotels near the workshop location in Times Square.
Belvedere Hotel
319 West 48th Street
New York, NY 10036
Main: (212) 245-7000
Toll Free: 888-Hotel58
Reserve your room (Type AMA in the Access/Promo Box for special rate)
Sheraton New York Times Square Hotel
811 7th Avenue (53rd Street)
New York, NY 10019
Main: 212-581-1000
Toll Free: 800-325-3535
Reserve your room
Novotel of New York
226 West 52nd Street
New York, NY 10019
Main: 212-315-0100
Toll Free: 800-221-3185
Reserve your room
Hampton Inn Times Square North
851 Eighth Avenue
New York, NY 10019
Main: 212-581-4100
Toll Free: 800-426-7866
Reserve your room
Crowne Plaza Manhattan (Located next to the AMA)
1605 Broadway
New York, NY 10019
Main: (212) 977-4000
Toll Free: 800-243-6969
Reserve your room
Here are some other hotels in exciting Times Square for you to consider:
Courtyard New York Manhattan/Times Square West
307 West 37th Street
New York, NY 10018
Main: 212-912-0009
Hilton Garden Inn Times Square
790 Eight Avenue
New York, NY 10019
Main: 212-581-7000
Toll Free: 877-782-9444
Candlewood Suites New York City Times Square
339 West 39th Street
New York, NY 10018
Main: 212-967-2254
W New York- Times Square
1567 Broadway at 47th Street
New York, NY 10036
Main: 212-930-7400
Cancellation and Refund policy
Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.
Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.
Substitutions/name changes may be made at any time prior to the event without penalty.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
FOR INSTANT SERVICE Call Toll Free:
1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)
Or simply fax this form to:
212-363-9526