public.horsesmouth.com
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209.11.111.33
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Submitted URL: http://www.horsesmouth.com/
Effective URL: https://public.horsesmouth.com/
Submission: On March 09 via api from US — Scanned from DE
Effective URL: https://public.horsesmouth.com/
Submission: On March 09 via api 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>
<ul id="my-textrotator">
<!--SS-->
<li style="display: none;">How can I protect my home network?</li>
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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>
</a>
<hr>
<a href="#modal-smp" id="smp" rel="leanModal" class="one-half service">
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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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<img src="img/scp-public-logo.svg" class="logo" alt="Savvy College Planning">
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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>
<p class="btn">Learn More</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>
<p class="btn">Learn More</p>
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</section>
<!--<<<<<< HORSESMOUTH SERVICES >>>>>>-->
<section id="hm-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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<img src="img/hm-public-logo.svg" class="logo" alt="Horsesmouth">
<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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<p class="title">Free Webinar</p>
<h3>Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottomline</h3>
<p>Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.</p>
<p>With Chris Holman, PCC, <em>Executive Coach;</em><br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Thursday, March 9, 2023 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
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<hr>
<a href="https://horsesmouth.zoom.us/webinar/register/6216764990610/WN_nl10SPeOQku46vFzxvrLPg" target="_blank" id="college" class="event clearfix">
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<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>5 Winning Strategies You Can Use With Your Clients to Cut the Cost of College</h3>
<p>Learn some simple yet powerful ways to make college more affordable. Incorporating these actionable items into your practice can make you a rock star to your clients, as well as boost your chances of attracting prospects.</p>
<p>With Lynn O’Shaughnessy, <em>College Program Creator</em></p>
<p class="semibold">Tuesday, March 14, 2023 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://horsesmouth.zoom.us/webinar/register/3016778615913/WN_k4VnCMcOSaWLyNPjhB7kig" target="_blank" id="video" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>5 Video Myths That Hurt Advisors and What to Do About It</h3>
<p>Supercharge your client communication and marketing with video and enjoy marked growth and client satisfaction. Video is a fast, easy, and inexpensive way to connect with clients and prospects.</p>
<p>With Doug Pierce, <em>Horsesmouth Associate Editor</em></p>
<p class="semibold">Wednesday, March 15, 2023 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
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</a>
<hr>
<a href="https://horsesmouth.zoom.us/webinar/register/5016778626284/WN_CKw1FlVNRSO_Jv2FG0SllQ" target="_blank" id="marketing" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>2023 Killer Marketing Ideas and Trends</h3>
<p>Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs.</p>
<p>With Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Thursday, March 23, 2023 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://www.horsesmouth.com/DiscoveryWS_March" target="_blank" id="discovery" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>The Discovery Meeting Workshop: Transform Your Discovery Process</h3>
<p>Learn to transform your approach to add new clients with greater ease and efficiency.</p>
<p>With Chris Holman, PCC, <em>Executive Coach;</em><br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Virtual Workshop: March 29–30, 2023</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://horsesmouth.zoom.us/webinar/register/5116778657027/WN_oCy5MwW9T4Wn-QW0XE-C8w" target="_blank" id="iraoverhaul" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>5 Reasons You Need to Overhaul Your IRA and SECURE Act 2.0 Knowledge</h3>
<p>New proposed SECURE Act rules have super-charged the challenge advisors and their clients face when managing qualified retirement accounts. Learn what the IRS has in store for IRA owners.</p>
<p>With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA;<br>
and Sean M. Bailey, <em>Horsesmouth Editor in Chief</em></p>
<p class="semibold">Tuesday, April 4, 2023 at 11:00 a.m. ET / 8:00 a.m. PT</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://horsesmouth.zoom.us/webinar/register/6116782261951/WN_e_YJp2m8RJi1cn93UEbBWA" target="_blank" id="social-security" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Free Webinar</p>
<h3>Show Clients When to Claim Their Social Security Benefits</h3>
<p>These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.</p>
<p>With Elaine Floyd, CFP®, <em>Director of Retirement and Life Planning</em></p>
<p class="semibold">Tuesday, April 11, 2023 at 4:00 p.m. ET / 1:00 p.m. PT</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://www.horsesmouth.com/iraworkshop" target="_blank" id="iraexpertise" class="event clearfix">
<div class="event-image"></div>
<div class="event-copy">
<p class="title">Workshop</p>
<h3>IRA Expertise Workshop: SECURE Act Strategies for Guiding Clients Right Now</h3>
<p>Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape.</p>
<p>With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA</p>
<p class="semibold">St. Louis, MO: April 24–25, 2023</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<hr>
<a href="https://www.horsesmouth.com/ssvirtual" 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: May 8–11, 2023</p>
<p class="btn btn2">Sign Up</p>
</div>
</a>
<div class="all-items-container">
<a href="https://www.horsesmouth.com/events" target="_blank" class="all-items all-events">Events and Webinar Replays</a>
</div>
</div>
</section>
<!--<<<<<< STORE >>>>>>-->
<section id="store">
<div class="container">
<h2>Store</h2>
<a href="http://www.horsesmouth.com/taxcard" target="_blank" class="store-item">
<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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<a href="http://www.horsesmouth.com/keydata" target="_blank" class="store-item">
<img src="img/key-data-2023-1x.png" srcset="img/key-data-2023-1x.png 1x, img/key-data-2023-2x.png 2x" alt="Key Financial Data">
<h4>Key Financial Data For 2023</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>
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<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-2023-1x.png" srcset="img/retirement-calendar-checklist-2023-1x.png 1x, img/retirement-calendar-checklist-2023-2x.png 2x" alt="Retirement Calendar Checklist">
<h4>Retirement Calendar Checklist For 2023</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>
<div class="bullet-list">
<ul>
<li>Enterprise programs</li>
<li>Custom programs</li>
<li>Content licensing</li>
</ul>
<ul>
<li>Technology integration</li>
<li>Advertising and sponsorship</li>
<li>Research and analytics</li>
</ul>
</div>
<a href="contact.aspx?select=corporate">
<p class="btn btn2">Contact Us to Learn More</p>
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<!--<<<<<< NEWS >>>>>>-->
<section id="news" class="rev-section">
<div class="container">
<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>
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<li><a href="http://www.savvysocialsecurity.com" target="_blank">Savvy Social Security Planning</a></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? * How can I protect my home network? * Does it make sense for me to purchase long‑term care insurance? * If we form a trust, will it impact us on financial aid formulas? * What colleges offer the best financial aid packages? * When are RMDs taxed? * What is the best repayment plan for a federal student loan? * Can I pay Medigap premiums using my HSA? * If I stop using my HSA, what happens to it? * Can an IRA be split with my spouse if we divorce? * If we leave the country for a year, should we dis‑enroll from Medicare? * Can I work part‑time while collecting Social Security disability? * I just inherited an IRA. 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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 DISCOVERY MEETING MISTAKES YOU’RE (PROBABLY) MAKING—AND HOW FIXING THEM WILL BOOST YOUR BOTTOMLINE Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results. With Chris Holman, PCC, Executive Coach; and Sean M. Bailey, Horsesmouth Editor in Chief Thursday, March 9, 2023 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar 5 WINNING STRATEGIES YOU CAN USE WITH YOUR CLIENTS TO CUT THE COST OF COLLEGE Learn some simple yet powerful ways to make college more affordable. Incorporating these actionable items into your practice can make you a rock star to your clients, as well as boost your chances of attracting prospects. With Lynn O’Shaughnessy, College Program Creator Tuesday, March 14, 2023 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar 5 VIDEO MYTHS THAT HURT ADVISORS AND WHAT TO DO ABOUT IT Supercharge your client communication and marketing with video and enjoy marked growth and client satisfaction. Video is a fast, easy, and inexpensive way to connect with clients and prospects. With Doug Pierce, Horsesmouth Associate Editor Wednesday, March 15, 2023 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar 2023 KILLER MARKETING IDEAS AND TRENDS Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs. With Sean M. Bailey, Horsesmouth Editor in Chief Thursday, March 23, 2023 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Workshop THE DISCOVERY MEETING WORKSHOP: TRANSFORM YOUR DISCOVERY PROCESS Learn to transform your approach to add new clients with greater ease and efficiency. With Chris Holman, PCC, Executive Coach; and Sean M. Bailey, Horsesmouth Editor in Chief Virtual Workshop: March 29–30, 2023 Sign Up -------------------------------------------------------------------------------- Free Webinar 5 REASONS YOU NEED TO OVERHAUL YOUR IRA AND SECURE ACT 2.0 KNOWLEDGE New proposed SECURE Act rules have super-charged the challenge advisors and their clients face when managing qualified retirement accounts. Learn what the IRS has in store for IRA owners. With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA; and Sean M. Bailey, Horsesmouth Editor in Chief Tuesday, April 4, 2023 at 11:00 a.m. ET / 8:00 a.m. PT Sign Up -------------------------------------------------------------------------------- Free Webinar SHOW CLIENTS WHEN TO CLAIM THEIR SOCIAL SECURITY BENEFITS These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more. With Elaine Floyd, CFP®, Director of Retirement and Life Planning Tuesday, April 11, 2023 at 4:00 p.m. ET / 1:00 p.m. PT Sign Up -------------------------------------------------------------------------------- Workshop IRA EXPERTISE WORKSHOP: SECURE ACT STRATEGIES FOR GUIDING CLIENTS RIGHT NOW Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape. With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA St. Louis, MO: April 24–25, 2023 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: May 8–11, 2023 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 2023 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 2023 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 * * * © 2023 Horsesmouth, LLC. All rights reserved. View our privacy policy.