Join Horsesmouth for an intensive 2-day workshop in San Francisco (March 8-9) or Atlanta (March 22-23). Elaine Floyd and Sean Bailey will lead you through a deep dive into topics such as the effect of additional earnings, how to file a restricted application, claiming benefits for dependent children, survivor benefits for widows aged 60-70, and the interaction between Medicare and Social Security.
These two days will be a total immersion experience taking you through a complete review of rules, strategies, and business development strategies, plus scenario-building, case studies, and discussion of advanced issues. It’s for any advisor who wants to deepen and expand his expertise, especially if you want to pursue the lucrative retirement income planning market and expect to position yourself as a retirement “distribution” expert. Social Security and Medicare will be a critical topic in 2018 and beyond. Our goal is to take you from where you are now and put you on the path to becoming or exceeding your role as the “Go-to Social Security Expert” in your region, with working knowledge of Medicare.
Savvy Social Security Planning and Savvy Medicare Planning members, click here to learn more and to register.
If you are not a Savvy member, please click here.