No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor TalkingPoints: Prepare for client conversations with our monthly review, which focuses on a detailed review of what is going on with inflation now.
Advisor TalkingPoints: Prepare for client interactions with our monthly analysis, which includes a review of Fed policy, market action during rate hikes, inflation and earnings.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025