From December 5–8, the Social Security/Medicare Workshop (horsesmouth.com/ssvirtual) will be helping advisors deepen their understanding of the nuances, learn the range of claiming strategies, and build their base of Social Security and Medicare expertise.
In anticipation, the workshop leader, Elaine Floyd, Horsesmouth's Director of Retirement & Life Planning, will be joining Editor-in-Chief Sean Bailey for a 3-part kickoff series.
They will preview some of the material to be covered during the workshop and explore how adding Social Security and Medicare planning to your client service offering can become a major value-add to clients and a deal-clincher for prospects looking for help in this area (that their current advisor often isn't offering).
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