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Chun ning, financial pros come to Horsesmouth for
answers.‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Chun ning, financial pros come to Horsesmouth for
answers.‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

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ENROLL BY MARCH 7 TO SAVE $200 ON THE SOCIAL SECURITY & MEDICARE WORKSHOP IN
SCOTTSDALE, ARIZONA, MARCH 21–22!

Last Chance to Save $200!

Social Security Is the Golden Ticket to Growing Your Retirement Business Over
the Next 12–18 Months!

 * The huge Boomer generation is getting ready to retire
 * Early retirees are hiring Social Security advisors who can find income and
   maximize their benefits
 * Become the Social Security advisor known for your powerful advice and expert
   analysis…

Level up your retirement skills by attending the Scottsdale, Arizona Social
Security and Medicare Workshop, running March 21–22!

You’ll learn how to expertly navigate the two largest retirement systems and get
clients the benefits they deserve.

Hi Chun ning,

 

Becoming a Social Security expert today could be your ticket to fast growth.

The huge Boomer generation is hitting their claiming years right now—at the same
time a pandemic is killing their retirement plans.

They know they need to maximize all available sources of income, starting with
Social Security. They’re looking for proactive advisors who can expertly
navigate the two biggest retirement systems to get them the benefits they
deserve.

Become the Social Security advisor who can find clients’ income! Attend the
Boomer Spike Social Security and Medicare Workshop in Scottsdale, Arizona on
March 21–22. In just 2 short days, you’ll learn how to:

 * Analyze claiming strategies for married couples, divorced individuals, and
   widow(er)s
 * Understand valid and invalid claiming scenarios
 * Design claiming strategies for married couples (including same sex) and
   single individuals (never married, divorced, widowed)
 * Examine complex cases with varying strategies and potential outcomes
 * Review key implications for marital decisions
 * Conduct scenario planning using the online Savvy Social Security Spousal
   Planning Calculator
 * Reference advanced concepts like WEP/GPO, earnings test, dependent benefits,
   and more
 * Answer the most common questions asked by clients and spot potential problems
 * Work with self-employed clients to determine how they pay themselves and/or
   their spouses to maximize Social Security
 * Navigate the tax traps surrounding Social Security benefits
 * Show clients how the earnings test will impact their benefits
 * Understand dependent benefits and the maximum family benefit
 * Get started advising on Medicare and retirement health care expenses

Best of all, you’ll be studying with the leading expert in the field—Elaine
Floyd, CFP®.

She wrote the book—two books in fact—on how to leverage Social Security and
Medicare to maximize benefits for clients.

She’ll walk you through the rules, tactics, and case studies surrounding Social
Security and Medicare. You’ll also explore scenario-building, advanced tools and
applications, and business development strategies for promoting your new
expertise.

Sign me up for the Social Security & Medicare Workshop


ELAINE FLOYD: YOUR SOCIAL SECURITY & MEDICARE CONSULTANT

 

Elaine Floyd, CFP®, is Horsesmouth’s director of retirement and life planning
and the author of The Financial Advisor’s Guide to Savvy Social Security
Planning and The Financial Advisor’s Guide to Savvy Medicare Planning. two
comprehensive training programs designed to educate financial advisors on the
important government benefits available to clients when they retire.

Elaine started her career in 1981 as a registered representative for a major
wirehouse and received her CFP designation in 1986. After 20 years as an
independent financial writer of books, articles, and white papers for the
financial services industry, she joined Horsesmouth in 2008.

Elaine has been quoted in The Wall Street Journal, U.S. News and World Report,
Kiplinger's Retirement Report, and Robert Powell's Retirement Weekly. She holds
a bachelor’s degree in psychology from UCLA and currently resides in Bellingham,
Washington.


WHAT ADVISORS SAY ABOUT ELAINE AND HER WORKSHOPS

“Elaine’s a pillar…just an inspiration to those of us to see somebody that
knowledgeable and her passion just comes through in her teaching. Just
wonderful. I’m really fortunate to be here.”

—Mary Kusske, Kusske Financial Management, Burnsville, MN

“I’ve really enjoyed Elaine. I think she hangs in there with us. And I feel like
she’s dedicated to it…I’m confident in what she’s doing and why she’s doing it
and I think being here and seeing her in person was helpful with that.”

—Morris Shank, Integrated Financial Group, St. Louis, MO

“Elaine Floyd has this almost bigger than life reputation. I was warned about
her from my First Global broker dealer about how knowledgeable she was and what
she brings to the table. She has surpassed it. She really has. It flows from her
like water. It’s just such a natural thing for her. I will be using her as a
sounding board in the days and months to come. She’s wonderful.”

—Lavonne Marsh, Marsh Financial Services, Augusta, GA

Sign me up for the Social Security & Medicare Workshop

Best,

Sean M. Bailey
Editor-in-Chief
Horsesmouth
230 Park Avenue, 3rd Floor West
New York, NY 10018
(888) 336-6884 ext.1

P.S. Register for the Scottsdale, Arizona workshop by March 7 to save $200!
Register today.

P.P.S. Deepen your understanding of the nuances, learn the range of claiming
strategies, and build your base of Social Security and Medicare expertise. Learn
more about our Social Security/Medicare Workshop.

© 2024 Horsesmouth, LLC. All rights reserved.

230 Park Avenue, 3rd Floor West, New York, NY 10169 | (888) 336-6884 ext. 1.

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