Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Developments in the pension system may have clients expecting to be well taken care of in retirement in exchange for their years of work unpleasantly surprised.
Too many clients rely on their portfolios to do the heavy lifting when they haven't saved enough for retirement. But as these charts show, portfolio returns rarely compensate for undersaving. Impress upon clients—especially younger ones—the need to start saving early and consistently.
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