No credit card, no obligation Financial Professionals only
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Could your local high school use an expert speaker on finance? Could your clients’ college-bound kids use a lunch and learn on financial literacy?
Rather than having to nudge clients into better decisions, it’s possible just to teach them how to be better at thinking through risks in the first place! Plus, test your own risk literacy right now with this two-minute quiz.
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