No credit card, no obligation Financial Professionals only
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Understand why the changing investment landscape affects every one of us, what we must communicate to clients and prospects, and how we can still deliver value for our services.
We can build credibility and prepare for clients' questions about incongruous stock market movements by acquiring a sense of history and relaying stories that convey our command of what's taking place with money and markets today.
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