No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
In addition to socking away money for retirement, you can reduce your taxable income.
Just because you give your clients great advice on all their other accounts doesn't mean they follow your counsel with their 401(k). Whether you are compensated or not, demonstrate you care by reviewing their 401(k) accounts to ensure that they are making the right decisions.
More employees are participating, but don't trip up! Here are some easily avoidable mistakes.
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.
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025