savvyira.com

savvycollegeplanning.com

Savvy College Planning

http://www.savvycollegeplanning.com/questions-and-answers-scp

This is a private Q and A forum for members of Savvy College Planning. On this Q and A forum, members post their trickiest college planning questions. Lynn O’Shaughnessy, college planning expert, answers them on a regular basis. As a Savvy College Planning member, you can search an archive of past questions on key topics. This is a valuable college planning knowledge archive. Click here to learn more about the program.

savvycollegeplanning.com

Savvy College Planning

http://www.savvycollegeplanning.com/resources-scp

Here, Savvy College Planning provides members with a curated list of public resources. These resources are educational in nature and meant to help our advisors deepen their college planning knowledge. Topics include researching schools, finding financial aid, learning about collegiate athletics and more. Click here to learn more about the program. 5 Winning College Strategies to Finding Great Schools and Cutting Their Costs. Tuesday, March 28, 2017. At 4:00 pm ET/1:00 pm PT.

savvycollegeplanning.com

Savvy College Planning

http://www.savvycollegeplanning.com/questions.aspx

This is a private Q and A forum for members of Savvy College Planning. On this Q and A forum, members post their trickiest college planning questions. Lynn O’Shaughnessy, college planning expert, answers them on a regular basis. As a Savvy College Planning member, you can search an archive of past questions on key topics. This is a valuable college planning knowledge archive. Click here to learn more about the program.

savvycybersecurity.com

Cybersecurity

http://www.savvycybersecurity.com/scs-getting-started

savvysocialsecurity.com

Savvy Social Security Planning

http://www.savvysocialsecurity.com/ce-exam

Savvy Social Security members may take our 90-question online exam. If you answer 60 questions correctly, you qualify for 12 CFP Continuing Education Credits. If you’re interested in this opportunity to earn CE credit, and looking to build both your knowledge base and your business, consider joining our program. Click here to start your no-risk, no-obligation 45-day free trial. With your free trial. No Obligation, No Credit Card. Click to start your. September 8-9, New York. September 22-23, San Diego.

savvysocialsecurity.com

Savvy Social Security Planning

http://www.savvysocialsecurity.com/calculators

Savvy Social Security Planning Calculators. Help clients understand their claiming options and show them the lifetime impact of the various claiming scenarios. Five online calculators are available to members to help analyze clients’ claiming options in a variety of ways. Click here to start your no-risk, no-obligation 45-day free trial. Use this calculator when one or both spouses worked in a job that was not covered by Social Security and will be receiving a pension from an alternate retirement plan (c...

savvysocialsecurity.com

Savvy Social Security Planning

http://www.savvysocialsecurity.com/presentations

Become known as an expert on Social Security claiming strategies. Educate clients and prospects using our four FINRA reviewed Powerpoint presentations and associated marketing materials. These are available to current members of Savvy Social Security Planning for Boomers. Click here to start your no-risk, no-obligation 45-day free trial. Your membership includes a license to deliver and distribute:. Client Presentations (FINRA reviewed). Four customizable client education presentations, including:. This ...

public.horsesmouth.com

Products

http://public.horsesmouth.com/Products.aspx

Horsesmouth makes it simple to run a smarter, growing practice. We deliver a continuous flow of original insight and practical tools to help you better serve clients and build your business. Membership in the flagship Horsesmouth service provides you with daily ideas, best practices, and inspiration to manage and grow your practice from hundreds of subject-matter experts and financial advisors:. Bull; Business development. Bull; Practice management. Bull; Financial planning. Bull; Retirement planning.

public.horsesmouth.com

Introduction

http://public.horsesmouth.com/Introduction.aspx

Bull; daily ideas, best practices. Bull; thousands of articles in library. Bull; tools and support. Bull; turnkey marketing programs. Bull; client resources (FINRA-reviewed). Bull; skills webinars. No obligation, no credit card. Note: This is a one-time, limited, free offer. Learn more and get started for FREE! Email (we DO NOT rent/sell members' email addresses) * required. First Name * required. Last Name * required. Company Name * required. Postal/ZIP Code * required. British Indian Ocean Territory.

public.horsesmouth.com

Corporate Programs

http://public.horsesmouth.com/Programs.aspx

Horsesmouth partners with both broker/dealers and asset managers to help firms add value and connect with advisors. Director of Corporate Programs. License our content for:. Advisor websites/practice management portals. Advisor and client communications and newsletters. More than 7,500 resources available on business development, marketing and prospecting, financial planning and investment strategy, practice management, client service, and more. Practice management and training departments.