Two-Day Workshop in Atlanta, March 22-23.
Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty…
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What does longevity mean for your clients? Working longer? Filing restricted? Helping dependents? Planning for widows?…
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Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
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Learn the strategies your clients need help implementing. Join us in Atlanta, March 22-23 and boost your expertise
Use this unique opportunity to boost your "Social Security and Medicare Go-to-Expert" status. Join us for our intensive two-day experience...
Yes, please sign me up for the two-day intensive package at the rate of $1,997. You must be an active Savvy Social Security or Savvy Medicare member to receive this deal. Savvy Social Security Planning for Boomers package will be added to your order for the discount price of $397. Total Price: $2,394, plus shipping.
I will receive admission to the two-day, total workshop experience:
TWO-DAY INTENSIVE WORKSHOP (THURSDAY, MARCH 22–FRIDAY, MARCH 23 IN ATLANTA)
Deepen your understanding of advanced Social Security topics, learn the claiming strategies, and become an expert on Social Security
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Introduction to How Medicare Works
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Review of Key Social Security concepts
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Interplay of Social Security and Medicare
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Update on the Trump Revolution’s Possible Effect on the System.
Meals and Reception
Enjoy a full breakfast both days, lunch both days, and a networking Happy Hour at the end of day one.
Instructional material
Full workshop materials: classroom manual, handouts, case studies, slides, etc.
CE Credit
Holders of the CFP designation will qualify for CE credits.
BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes
Take immediate steps to put your learning into action. After you’ve returned home, Learn-It-All attendees get a complementary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes; discuss your key take-aways from the workshop; discuss your key goals for integrating Social Security into your business; complete a one-page action plan to guide you in your next steps. ($299 value)
Agenda
Day One: Thursday, March 22, 2018
Registration 8:00 am – 8:45 am
Session One: How Social Security and Medicare Work Together
8:45 am – 10:15 am
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Elaine's story
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How and when Social Security and Medicare came into being
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Social Security claiming rules
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Medicare enrollment rules
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Why taking one forces the other—but not always
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Common mistakes
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Financial consequences of making Social Security and Medicare mistakes
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How you can help
Break
10:15 – 10:30
Session Two: Social Security Rules and Strategies
10:30 – 12:00 noon
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How the AIME and PIA are calculated
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Cost-of-living adjustments (COLAs)
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Effect of early or delayed claiming on benefit amounts
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Two ways to analyze claiming decisions
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General claiming guidelines
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Dual entitlement: coordinating benefits when you are also entitled to spousal, survivor, or divorced-spouse
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How to maximize benefits
Lunch
12:00 noon – 1:00 pm
Session Three: Medicare Rules and Strategies
1:00 PM – 2:45 pm
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What is Medicare?
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Who can/must enroll in Medicare – and when?
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What's involved in enrolling in Medicare: the role of private insurance
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Medicare Advantage vs. Original Medicare: how to choose
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Estimating total health care costs with Medicare
Break
2:45 pm – 3:00 pm
Session Four: Case Studies
3:00 pm – 5:00 pm
Cocktails
5:00 pm – 6:00 pm
Day Two: Friday, March 23, 2018
Session One: Social Security Claiming Strategies and Advanced Topics
8:45 am – 10:15 am
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Scenario planning: where to start
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Spousal benefits: Rules for claiming, how calculated, claiming strategies
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Survivor benefits: Rules, how calculated, claiming strategies
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WEP/GPO for government workers and teachers
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How the earnings test works
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Dependent benefits; maximum family benefit
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Reform proposals and the future of the Social Security system
Break
10:15 am – 10:30 am
Session Two: Transitioning to Medicare
10:30 am – 12:00 noon
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Evaluating existing insurance
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Medicare and HSAs
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Timing of enrollments
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Preparing to bear the costs without employer support
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Planning for long-term care
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Politics of health care: possible changes to the Medicare program
Lunch
12:00 pm – 1:00 pm
Session Three: Building Your Business Around Savvy Social Security Planning
1:00 PM – 3:00 pm
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Marketing your Savvy Social Security planning services via seminars and workshops: Overview of the Marketing Toolkit
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Host a seminar
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Teach a class
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Speak to ready-made groups
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Educating CPAs, attorneys, and other centers of influence
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Case studies
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Workshop tips
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.
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.
Location: Atlanta
American Management Association Executive Conference Center
1170 Peachtree St. NE #300
Atlanta, GA 30309
Hotel Info:
Hotels: AMA has negotiated preferred rates at the following hotels based upon availability. Be sure to mention that you are an AMA conference attendee to secure your reservation and preferred rates. Reservations made after the cutoff date may be charged a higher rate. Contact the hotels below directly. Note: We recommend that reservations be made early, as the number of rooms at preferred rates is limited.
Marriott Suites Atlanta Midtown
35 14th Street NE
Atlanta, GA 30309
404-876-8888
Property Details
Loews Hotel
1065 Peachtree Street NE
Atlanta, GA 30309
404-745-5000
Property Details
Four Seasons Hotel Atlanta
75 Fourteenth Street NE
Atlanta, GA 30309
800-332-3442
Property Details
Can’t Make It Now?
Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.
FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760