Spend Two Days Mastering the Intricacies of Savvy Social Security Planning
See Us in
Phoenix March 12th-13th
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 $1,995.
I will receive:
Admission to the two-day workshop covering:
Day One (Thursday, March 12)
—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, March 13)
—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.
Wendi Webb
Wendi Webb, director of Horsesmouth's Advisor/Client program. Wendi is the author of
Rich Niche Prospecting: 30 Days to Launch Your New Target Market Strategy. She has her MBA from Pepperdine, and before Horsesmouth, she was the marketing director for a financial advisory firm where her sole purpose was to get the founders of the firm in front of warm, qualified prospects. She has written, designed and produced almost every kind of marketing from direct mail, seminars & workshops, cruises, newsletters, radio, social media, and direct referral campaigns.
Location
The workshop will be held at:
Sheraton Crescent Hotel
2620 West Dunlap Avenue
Phoenix, AZ 85021
http://www.sheratoncrescent.com
Cancellation and Refund policy
Your workshop registration fee workshop 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