No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Here are some of the biggest mistakes workers are making when it comes to 401(k) plans and retirement saving.
Target-date funds have been touted as the panacea for all sorts of retirement savings ills. While they can deliver accumulated savings plus inflation at the target date, they can't guarantee returns or income, overcome longevity risk, or make up for inadequate savings, among other things. Make sure your clients are getting into these investments for the right reasons.
A new bold investment strategy could shake up the way you allocate assets and connect you to a high-earning niche of younger investors.
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.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025