No credit card, no obligation Financial Professionals only
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Horsesmouth Essential: Baby boomers face seven key events in this last stage of life that will color their finances and investments. Help them prepare for these transitions with counseling, planning, and compassion.
Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.
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