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Submitted URL: http://horsesmouth.com/
Effective URL: https://public.horsesmouth.com/
Submission: On July 20 via manual from US — Scanned from DE
Effective URL: https://public.horsesmouth.com/
Submission: On July 20 via manual from US — Scanned from DE
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<strong class="news-header">NEWS:</strong><img alt="Stones 2021" src="https://public.horsesmouth.com/img/stones-2021-promo-news.png" class="news-stones"><span class="news-text">Horsesmouth and Alliance for Lifetime Income partner on retirement education effort during <strong>Rolling Stones “No Filter” 2021 Tour</strong>.</span>
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<h1>How do you answer life’s tough<br> financial questions?</h1>
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<!--<<<<<< SAVVY SERVICES >>>>>>-->
<section id="services" class="container">
<h1>Financial pros come to Horsesmouth for answers.</h1>
<p class="subhead">Our portfolio of services provides the latest education, tools, marketing and support:</p>
<a href="#modal-sssp" id="sssp" rel="leanModal" class="one-half service">
<div class="icon icon-sssp"></div>
<img src="img/sssp-public-logo.svg" class="logo" alt="Savvy Social Security Planning">
<p>Most people leave money on the table with Social Security. Gain access to the education, tools and answers you need to help clients make smart decisions and maximize their benefits. Comprehensive marketing and communications program included.</p>
<p class="btn">Learn More</p>
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<img src="img/smp-public-logo.svg" class="logo" alt="Savvy Medicare Planning">
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<p>Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place. Comprehensive marketing and communications program included.</p>
<p class="btn">Learn More</p>
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<a href="#modal-cs" id="cs" rel="leanModal" class="one-half service">
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<img src="img/cs-public-logo.svg" class="logo" alt="Savvy Cybersecurity">
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<p>Help clients and prospects protect themselves from the growing epidemic of identity theft, credit card fraud, phishing scams and ruinous hacks. Show them how to improve their Cybersecurity Score. Comprehensive marketing and communications program included.</p>
<p class="btn">Learn More</p>
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<img src="img/sira-public-logo.svg" class="logo" alt="Savvy IRA Planning">
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<p>With changes in regulations and the oncoming wave of Boomer RMDs (required minimum distributions), it is more important than ever before to be fully competent in IRA planning. Get up to speed, now. Comprehensive marketing and communications program included.</p>
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<p>Help parents save money and their sanity as they search for the colleges right for their kids. Show them how to discover the true costs, get the best deals, and maximize their financial aid opportunities. Comprehensive marketing and communications program included.</p>
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<img src="img/sltc-public-logo.svg" class="logo" alt="Savvy Long-Term Care Planning">
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<p>Help clients through the process of setting up a long-term care plan. Guide and encourage them with valuable resources on the medical, financial, legal, and emotional aspects of long-term care planning. Comprehensive marketing and communications program included.</p>
<p class="btn">Learn More</p>
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<img src="img/sgp-public-logo.svg" class="logo" alt="Savvy Generational Planning">
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<p>Strategies for helping your clients transfer their assets to the next generation. Make sure they have a good plan in place to pass on the wealth they have accumulated, financial and otherwise. Comprehensive marketing and communications program included.</p>
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<p>Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included.</p>
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<!--<<<<<< HORSESMOUTH SERVICES >>>>>>-->
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<h1>Financial pros also come to grow their business.</h1>
<p class="subhead">Our business development and practice management services help you make it happen:</p>
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<p>Every day, receive the latest insights, how-to articles and best practices for running a modern financial services practice. Learn from hundreds of top advisors and experts.</p>
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<p>Help your clients and prospects throughout the year. Tap into a constantly updated and expanding set marketing and client communications campaigns (FINRA‑reviewed).</p>
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<p>Build your network of CPAs, attorneys and other COIs with new strategies and tactics. Includes ongoing communications, article reprints, and presentations (FINRA‑reviewed).</p>
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<!--<<<<<< MASTER MEMBERSHIP >>>>>>-->
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<h1>Horsesmouth Master Membership</h1>
<p>Get comprehensive access to the full range of Horsesmouth memberships. Consolidate existing memberships into a single Master Membership, and get all the technical training, client education, communication and marketing support, in one place
for you and your team.</p>
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<li>The most efficient and simple way to get it all</li>
<li>Extra logins for two team members</li>
<li>Get new materials for all programs every year</li>
<li>Apply existing credits for lowest first-year rate</li>
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<ul>
<li>25% discount off Horsesmouth workshops</li>
<li>25% discount off Horsesmouth products</li>
<li>A 25% discount off Horsesmouth’s software partners:<br> College Aid Pro™ and Holistiplan</li>
</ul>
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<!--<<<<<< EVENTS >>>>>>-->
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<h2>Upcoming Events</h2>
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<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages</h3>
<p>When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security. This webinar introduces Horsesmouth’s new educational presentation for your clients and prospects.</p>
<p>With Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Wednesday, July 20, 2022 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
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<a href="https://landing.horsesmouth.com/delivernow" target="_blank" id="hm-presentations" class="event clearfix">
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<p class="title">Free Webinar</p>
<h3>29 Presentations to Consider Delivering to Clients Now</h3>
<p>Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.</p>
<p>With Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Thursday, July 21, 2022 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
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<a href="https://landing.horsesmouth.com/overlooked" target="_blank" id="profits" class="event clearfix">
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<p class="title">Free Webinar</p>
<h3>The Most Overlooked Profitable Niche You Should Immediately Pursue</h3>
<p>Learn the details of a hugely valuable niche that will boost your value proposition, open the door to great clients, and drive your profitability in 2022 and beyond.</p>
<p>With Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Tuesday, July 26, 2022 at 4:00 p.m. ET / 1:00 p.m. PT</p>
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<a href="https://landing.horsesmouth.com/taxesweb" target="_blank" id="profittax" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>3 Keys to Profitable Client Tax Planning</h3>
<p>Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.</p>
<p>With Debra Taylor, CPA/PFS, JD, CDFA, <em>Taylor Financial Group, LLC;</em><br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Thursday, July 28, 2022 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
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<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>Build a College Planning Niche That Attracts Wealthy Clients</h3>
<p>Develop a late-stage college planning niche that builds your expertise and rewards you with wealthy, referring clients ready to have you manage all their assets.</p>
<p>With Lynn O’Shaughnessy, <em>College Program Creator;</em><br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Virtual Workshop: August 1–4, 2022</p>
<p class="btn btn2">Sign Up</p>
</div>
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<hr>
<a href="http://www.horsesmouth.com/ssworkshop" target="_blank" id="boomers" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>Social Security/Medicare Workshop—Boomer Spike Coming!</h3>
<p>Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.</p>
<p>With Elaine Floyd, CFP®, <em>Director of Retirement and Life Planning;</em><br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Virtual Workshop: September 19–22, 2022</p>
<p class="btn btn2">Sign Up</p>
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<a href="https://www.horsesmouth.com/taxschool" target="_blank" id="taxlaw" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>Savvy Tax Planning School for Financial Advisors</h3>
<p>Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!</p>
<p>With Debra Taylor, CPA/PFS, JD, CDFA, <em>Taylor Financial Group, LLC;</em><br>
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA</p>
<p class="semibold">Virtual Workshop: October 12–14, 2022</p>
<p class="btn btn2">Sign Up</p>
</div>
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<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>“New Normal” Practice Management Workshop</h3>
<p>Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.</p>
<p>With Debra Taylor, CPA/PFS, JD, CDFA, <em>Taylor Financial Group, LLC;</em></p>
<p class="semibold">Virtual Workshop: November 15–18, 2022</p>
<p class="btn btn2">Sign Up</p>
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<a href="https://www.horsesmouth.com/events" target="_blank" class="all-items all-events">Events and Webinar Replays</a>
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</section>
<!--<<<<<< STORE >>>>>>-->
<section id="store">
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<h2>Store</h2>
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<img src="img/key-tax-changes-card-1x.png" srcset="img/key-tax-changes-card-1x.png 1x, img/key-tax-changes-card-2x.png 2x" alt="Key Tax Changes From the Tax Cuts and Jobs Act">
<h4>Key Tax Changes From the Tax Cuts and Jobs Act</h4>
<p>Easy to comprehend at a glance, this quick-reference card tells you what the new tax laws are and how they differ from the old ones.</p>
<p class="btn">Learn More</p>
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<img src="img/key-data-2022-1x.png" srcset="img/key-data-2022-1x.png 1x, img/key-data-2022-2x.png 2x" alt="Key Financial Data">
<h4>Key Financial Data For 2022</h4>
<p>Sending your clients a customized Key Data Card is a simple way to remind them that you’re looking out for their best financial interests. Also great for sharing with key strategic allies.</p>
<p class="btn">Learn More</p>
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<hr>
<a href="http://www.horsesmouth.com/fgcg" target="_blank" class="store-item">
<img src="img/family-guide-to-caregiving-1x.png" srcset="img/family-guide-to-caregiving-1x.png 1x, img/family-guide-to-caregiving-2x.png 2x" alt="The Family Guide to Caregiving">
<h4>The Family Guide to Caregiving</h4>
<p>This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan.</p>
<p class="btn">Learn More</p>
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<a href="http://www.horsesmouth.com/bbgen" target="_blank" class="store-item">
<img src="img/boomers-guide-to-lagacy-planning-1x.png" srcset="img/boomers-guide-to-lagacy-planning-1x.png 1x, img/boomers-guide-to-lagacy-planning-2x.png 2x" alt="The Baby Boomer's Guide to Legacy Planning">
<h4>The Baby Boomer’s Guide to Legacy Planning</h4>
<p>This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients walks readers through the six steps of legacy planning and explains the importance of acting now.</p>
<p class="btn">Learn More</p>
</a>
<hr>
<a href="http://www.horsesmouth.com/scpguide" target="_blank" class="store-item">
<img src="img/spg-cutting-college-costs-1x.png" srcset="img/spg-cutting-college-costs-1x.png 1x, img/spg-cutting-college-costs-2x.png 2x" alt="The Savvy Parents' Guide to Cutting College Costs">
<h4>The Savvy Parents’ Guide to Cutting College Costs</h4>
<p>This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions.</p>
<p class="btn">Learn More</p>
</a>
<hr>
<a href="http://www.horsesmouth.com/sshandout" target="_blank" class="store-item">
<img src="img/bbg-ss-planning-1x.png" srcset="img/bbg-ss-planning-1x.png 1x, img/bbg-ss-planning-2x.png 2x" alt="The Baby Boomer's Guide to Social Security">
<h4>The Baby Boomer’s Guide to Social Security</h4>
<p>This 4-panel, 2-sided, 8.5" x 11", reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.</p>
<p class="btn">Learn More</p>
</a>
<hr>
<a href="http://www.horsesmouth.com/hackproof" target="_blank" class="store-item">
<img src="img/hack-proof-your-life-1x.png" srcset="img/hack-proof-your-life-1x.png 1x, img/hack-proof-your-life-2x.png 2x" alt="Hack-Proof Your Life Now!">
<h4>Hack-Proof Your Life Now!</h4>
<p>Position yourself as the go-to resource for cybersecurity safety to your clients and prospects. This book is designed to teach you and your clients about the biggest cybersecurity threats we all face every single day.</p>
<p class="btn">Learn More</p>
</a>
<hr>
<a href="http://www.horsesmouth.com/rcc" target="_blank" class="store-item">
<img src="img/retirement-calendar-checklist-2022-1x.png" srcset="img/retirement-calendar-checklist-2022-1x.png 1x, img/retirement-calendar-checklist-2022-2x.png 2x" alt="Retirement Calendar Checklist">
<h4>Retirement Calendar Checklist For 2022</h4>
<p>Remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year.</p>
<p class="btn">Learn More</p>
</a>
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<a href="http://www.horsesmouth.com/store" target="_blank" class="all-items">All Store Items</a>
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</section>
<!--<<<<<< CORPORATE >>>>>>-->
<section id="corporate">
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<h2>Corporate Programs</h2>
<p>Horsesmouth designs custom programs for wealth management firms, broker dealers, RIAs, asset managers, insurance companies, banks and others. Our corporate partners range in size from the largest financial services companies to small shops.
We collaborate with partners on a wide variety of initiatives, including the following:</p>
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<ul>
<li>Enterprise programs</li>
<li>Custom programs</li>
<li>Content licensing</li>
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<li>Technology integration</li>
<li>Advertising and sponsorship</li>
<li>Research and analytics</li>
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<p class="btn btn2">Contact Us to Learn More</p>
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<!--<<<<<< NEWS >>>>>>-->
<section id="news" class="rev-section">
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<h2>News</h2>
<div class="bullet-list">
<ul>
<li><a href="news/news-060222-sssp-software-ranked-1.aspx"><em>June 2, 2022:</em> Savvy Social Security Planning Software <strong>Ranked #1 in Advisor Satisfaction</strong></a></li>
<li><a href="news/news-090821-hm-ali-partnership-stones.aspx"><em>September 8, 2021:</em> Horsesmouth and ALI partner on retirement education effort during <strong>Rolling Stones “No Filter” 2021 Tour</strong></a></li>
<li><a href="news/news-090821-elaine-floyd-ny-times.aspx"><em>September 5, 2021:</em> Horsesmouth’s Elaine Floyd Featured in New York Times</a></li>
</ul>
</div>
</div>
</section>
<!--<<<<<< ABOUT >>>>>>-->
<section id="about">
<div class="container">
<h2>About Us</h2>
<p>Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm
and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country.</p>
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<h4>Horsesmouth Network</h4>
<ul id="network">
<li><a href="http://www.savvysocialsecurity.com" target="_blank">Savvy Social Security Planning</a></li>
<li class="no-divide"><a href="http://www.savvymedicare.net" target="_blank">Savvy Medicare Planning</a></li>
<li class="clear-left"><a href="http://www.savvycybersecurity.com" target="_blank">Savvy Cybersecurity</a></li>
<li><a href="http://www.savvyira.com" target="_blank">Savvy IRA Planning</a></li>
<li class="no-divide"><a href="http://www.savvycollegeplanning.com" target="_blank">Savvy College Planning</a></li>
<li class="clear-left"><a href="http://www.savvylongtermcare.com" target="_blank">Savvy Long-Term Care Planning</a></li>
<li><a href="http://www.savvygenerationalplanning.com" target="_blank">Savvy Generational Planning</a></li>
<li class="no-divide"><a href="http://www.savvytaxplanning.com" target="_blank">Savvy Tax Planning</a></li>
<li class="clear-left"><a href="http://www.hackproofyourlifenow.com" target="_blank">Hack Proof Your Life Now!</a></li>
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<h4>Contact</h4>
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<li><span>US (888) 336-6884</span></li>
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MEMBER LOGIN MENU * Services * Events * Events and Webinar Replays * Store * All Store Items * Corporate Programs * News * About * Management Team * Contact HOW DO YOU ANSWER LIFE’S TOUGH FINANCIAL QUESTIONS? * Can I claim a spousal Social Security benefit while on disability? * I just inherited an IRA. What should I do now? * When should I file for Social Security to maximize my benefits? * Will Medicare cover me while traveling abroad? * What is the best repayment plan for a federal student loan? * Can my daughter get a merit scholarship without being a top student? * How can we minimize our health care expenses? * If I go back to work, will my Social Security benefits change? * How do we protect our financial accounts online? * If I retire early, will my pension impact my Social Security? * As a federal employee, should I Sign Up for Medicare at 65? * When do RMDs begin for inherited IRAs? * Can an IRA be split with my spouse if we divorce? * What colleges offer the best financial aid packages? * I missed a required distribution. What should I do? * If we leave the country for a year, should we dis‑enroll from Medicare? * What happens when grandparents help pay for college costs? * Must I take a required distribution from each retirement account? * With three kids, how do we get the best deal on college? * If I marry again, how will my Social Security benefits be affected? * Can I work part‑time while collecting Social Security disability? * Can I pay Medigap premiums using my HSA? * Can I claim a spousal Social Security benefit based on a common law marriage? * Does it make sense for me to purchase long‑term care insurance? * How do I claim on my ex‑husband’s Social Security benefit? * How can I protect my home network? * How do financial aid formulas treat annuities? * Should I move from Medicare Advantage to Medicare Supplement? * If I stop using my HSA, what happens to it? * Will a Roth IRA distribution affect taxation of my Social Security benefits? * When are RMDs taxed? * I think I claimed Social Security too early, what can I do now? * What if my ex‑spouse refuses to fill out financial aid forms? * Are there income limits for doing a Roth conversion? * If we form a trust, will it impact us on financial aid formulas? * What is the best student loan to get? * Can I file for retroactive Social Security benefits at 64? * Can elder care expenses help boost a child’s chances for financial aid? * How do we deal with RMDs across our four retirement accounts? * How do I choose a Medicare drug plan? * Should I use a password manager? * My laptop was hacked! Now what?! * Do I need to proactively enroll in Medicare at 65? * How can I safely do financial transactions over public WiFi? * When is a traditional IRA deductible? * How do we protect our family from online fraud? X Get the education, tools, client answers, analysis, marketing programs and communications you need to help Boomers maximize their Social Security decisions. X Get the education, client answers, marketing programs and communications you need to help Boomers avoid expensive mistakes with their retirement health care. X Get the education, critical updates, marketing programs and communications pieces you need to help clients protect their families and assets online. X Get the education, critical updates, marketing programs and communications pieces you need to be DOL-ready and help clients with all aspects of IRA planning. X Get the education, school lists, marketing programs and communications pieces you need to help parents save money and find the colleges right for their kids. X Get the education, client answers, marketing programs and communications you need to help clients through the process of setting up a long-term care plan. X Get the technical guidance, client resources, and marketing tools you need to help clients plan their legacy for the generations. X Get the technical guidance, client resources, and marketing tools you need to guide clients on retirement tax planning and the new tax rules. X Get the strategies, campaigns, marketing kits, client materials, checklists, and timelines for modern, year-round marketing and client communications. X Get the presentations, campaigns, marketing kits, and materials for building relationships with CPAs and other COIs. Deliver CPE credits to CPAs. X Every day, receive new ideas and insights on business development, financial planning and practice management from hundreds of top experts and advisors. Processing free trial request X Get comprehensive access to the full range of Horsesmouth memberships. Show me all the details! FINANCIAL PROS COME TO HORSESMOUTH FOR ANSWERS. Our portfolio of services provides the latest education, tools, marketing and support: Most people leave money on the table with Social Security. Gain access to the education, tools and answers you need to help clients make smart decisions and maximize their benefits. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Help clients and prospects protect themselves from the growing epidemic of identity theft, credit card fraud, phishing scams and ruinous hacks. Show them how to improve their Cybersecurity Score. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- With changes in regulations and the oncoming wave of Boomer RMDs (required minimum distributions), it is more important than ever before to be fully competent in IRA planning. Get up to speed, now. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Help parents save money and their sanity as they search for the colleges right for their kids. Show them how to discover the true costs, get the best deals, and maximize their financial aid opportunities. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Help clients through the process of setting up a long-term care plan. Guide and encourage them with valuable resources on the medical, financial, legal, and emotional aspects of long-term care planning. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Strategies for helping your clients transfer their assets to the next generation. Make sure they have a good plan in place to pass on the wealth they have accumulated, financial and otherwise. Comprehensive marketing and communications program included. Learn More -------------------------------------------------------------------------------- Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included. Learn More FINANCIAL PROS ALSO COME TO GROW THEIR BUSINESS. Our business development and practice management services help you make it happen: Every day, receive the latest insights, how-to articles and best practices for running a modern financial services practice. Learn from hundreds of top advisors and experts. Free Trial -------------------------------------------------------------------------------- Help your clients and prospects throughout the year. Tap into a constantly updated and expanding set marketing and client communications campaigns (FINRA‑reviewed). Learn More -------------------------------------------------------------------------------- Build your network of CPAs, attorneys and other COIs with new strategies and tactics. Includes ongoing communications, article reprints, and presentations (FINRA‑reviewed). Learn More HORSESMOUTH MASTER MEMBERSHIP Get comprehensive access to the full range of Horsesmouth memberships. Consolidate existing memberships into a single Master Membership, and get all the technical training, client education, communication and marketing support, in one place for you and your team. * The most efficient and simple way to get it all * Extra logins for two team members * Get new materials for all programs every year * Apply existing credits for lowest first-year rate * 25% discount off Horsesmouth workshops * 25% discount off Horsesmouth products * A 25% discount off Horsesmouth’s software partners: College Aid Pro™ and Holistiplan Learn More UPCOMING EVENTS Free Webinar GETTING LONG-TERM CARE PLANNING RIGHT: SMART APPROACHES FOR PEOPLE AT ALL STAGES When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security. This webinar introduces Horsesmouth’s new educational presentation for your clients and prospects. With Sean M. Bailey, Horsesmouth Editor in Chief Wednesday, July 20, 2022 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar 29 PRESENTATIONS TO CONSIDER DELIVERING TO CLIENTS NOW Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics. With Sean M. Bailey, Horsesmouth Editor in Chief Thursday, July 21, 2022 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar THE MOST OVERLOOKED PROFITABLE NICHE YOU SHOULD IMMEDIATELY PURSUE Learn the details of a hugely valuable niche that will boost your value proposition, open the door to great clients, and drive your profitability in 2022 and beyond. With Sean M. Bailey, Horsesmouth Editor in Chief Tuesday, July 26, 2022 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar 3 KEYS TO PROFITABLE CLIENT TAX PLANNING Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients. With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC; and Sean M. Bailey, Horsesmouth Editor in Chief Thursday, July 28, 2022 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Workshop BUILD A COLLEGE PLANNING NICHE THAT ATTRACTS WEALTHY CLIENTS Develop a late-stage college planning niche that builds your expertise and rewards you with wealthy, referring clients ready to have you manage all their assets. With Lynn O’Shaughnessy, College Program Creator; and Sean M. Bailey, Horsesmouth Editor in Chief Virtual Workshop: August 1–4, 2022 Sign Up -------------------------------------------------------------------------------- Workshop SOCIAL SECURITY/MEDICARE WORKSHOP—BOOMER SPIKE COMING! Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise. With Elaine Floyd, CFP®, Director of Retirement and Life Planning; and Sean M. Bailey, Horsesmouth Editor in Chief Virtual Workshop: September 19–22, 2022 Sign Up -------------------------------------------------------------------------------- Workshop SAVVY TAX PLANNING SCHOOL FOR FINANCIAL ADVISORS Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services! With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC; and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA Virtual Workshop: October 12–14, 2022 Sign Up -------------------------------------------------------------------------------- Workshop “NEW NORMAL” PRACTICE MANAGEMENT WORKSHOP Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients. With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC; Virtual Workshop: November 15–18, 2022 Sign Up Events and Webinar Replays STORE KEY TAX CHANGES FROM THE TAX CUTS AND JOBS ACT Easy to comprehend at a glance, this quick-reference card tells you what the new tax laws are and how they differ from the old ones. Learn More -------------------------------------------------------------------------------- KEY FINANCIAL DATA FOR 2022 Sending your clients a customized Key Data Card is a simple way to remind them that you’re looking out for their best financial interests. Also great for sharing with key strategic allies. Learn More -------------------------------------------------------------------------------- THE FAMILY GUIDE TO CAREGIVING This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan. Learn More -------------------------------------------------------------------------------- THE BABY BOOMER’S GUIDE TO LEGACY PLANNING This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients walks readers through the six steps of legacy planning and explains the importance of acting now. Learn More -------------------------------------------------------------------------------- THE SAVVY PARENTS’ GUIDE TO CUTTING COLLEGE COSTS This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions. Learn More -------------------------------------------------------------------------------- THE BABY BOOMER’S GUIDE TO SOCIAL SECURITY This 4-panel, 2-sided, 8.5" x 11", reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning. Learn More -------------------------------------------------------------------------------- HACK-PROOF YOUR LIFE NOW! Position yourself as the go-to resource for cybersecurity safety to your clients and prospects. This book is designed to teach you and your clients about the biggest cybersecurity threats we all face every single day. Learn More -------------------------------------------------------------------------------- RETIREMENT CALENDAR CHECKLIST FOR 2022 Remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year. Learn More All Store Items CORPORATE PROGRAMS Horsesmouth designs custom programs for wealth management firms, broker dealers, RIAs, asset managers, insurance companies, banks and others. Our corporate partners range in size from the largest financial services companies to small shops. We collaborate with partners on a wide variety of initiatives, including the following: * Enterprise programs * Custom programs * Content licensing * Technology integration * Advertising and sponsorship * Research and analytics Contact Us to Learn More NEWS * June 2, 2022: Savvy Social Security Planning Software Ranked #1 in Advisor Satisfaction * September 8, 2021: Horsesmouth and ALI partner on retirement education effort during Rolling Stones “No Filter” 2021 Tour * September 5, 2021: Horsesmouth’s Elaine Floyd Featured in New York Times ABOUT US Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country. Management Team HORSESMOUTH NETWORK * Savvy Social Security Planning * Savvy Medicare Planning * Savvy Cybersecurity * Savvy IRA Planning * Savvy College Planning * Savvy Long-Term Care Planning * Savvy Generational Planning * Savvy Tax Planning * Hack Proof Your Life Now! CONTACT * US (888) 336-6884 * CA (877) 881-8883 * Send us a message * 230 Park Avenue, 3rd Floor West, New York, NY 10169 * * * © 2022 Horsesmouth, LLC. All rights reserved. View our privacy policy.