Register Below to Join this Free Webinar!
From Social Security Claiming to Tax Planning: What to Present to Prospects in 2027
Monday, November 2 at 3:00 PM ET/12:00 PM PT
60 minutes, including a live Q&A. Can’t make it live? Register and we’ll send you the replay.
Most advisors are comfortable once they’re sitting across from a prospect. Getting that meeting on the calendar is the hard part.
And “run an educational seminar” is easy advice to give when you still have to pick the topic, build the presentation and fill the room.
In this hour, three Horsesmouth experts each take one topic prospects are asking about for 2027: Social Security, taxes and AI. Each one teaches a point you can use in your next prospect conversation, then shows you the client presentation or toolkit behind it.
What You'll Take Away From the Hour
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Social Security, with Elaine Floyd: How each spouse’s claiming age sets the surviving spouse’s income for life, and why that conversation opens doors with couples in their 60s. You’ll see slides from “Savvy Social Security Planning for Couples,” the client presentation advisors use with pre-retirement couples.
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Tax planning, with Debra Taylor: Which changes from the One Big Beautiful Bill Act and the SECURE Act matter at four stages of a client’s life, and how planning software shows a prospect the effect on their own taxes. You’ll see slides from “How Tax Planning Changes Through Four Stages of Retirement,” a client presentation with a companion handout.
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AI, with Doug Pierce: The same discovery-meeting notes turned into two follow-up emails, one generic and one written in the advisor’s own voice, with a review step before anything goes out and client names and details kept out of the tool. You’ll see the before-and-after emails side by side, plus how the same approach turns one of today’s topics into a LinkedIn post and a seminar invite.
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Live Q&A with all three: Bring the Social Security, tax and AI questions your prospects are asking you.
The Social Security and tax client presentations are FINRA-reviewed.
Presenters:
Elaine Floyd, CFP® is Horsesmouth’s Director of Retirement and Life Planning. Leads the Savvy Social Security Planning program and has answered thousands of advisors’ Social Security questions. Quoted in The Wall Street Journal and The New York Times.
Debra Taylor, CPA/PFS, JD, CDFA® is Horsesmouth’s Director of Practice Management and Chief Tax Strategist. Founded and ran her own wealth management firm and was an LPL Financial Chairman’s Club member from 2007 to 2016. Co-creator of Horsesmouth’s Savvy Tax Planning program.
Doug Pierce is an editor at Horsesmouth and presenter of the Transforming Client Engagement With AI workshop.
