Attend our Free Webinar

Why Generational Planning Makes Sense For Advisors And Clients

Wednesday, January 29, 2020 at 4:00 pm ET / 1:00 pm PT

Register Using the Form Below


Financial advisors lose assets and recurring revenue when they fail to connect with their clients' adult children and heirs.


It's not a pretty picture. But luckily, there is a smart planning process that benefits both advisors and their clients around the range of generational issues.

Come to this webinar and learn more about Savvy Generational Planning, a detailed process for educating and engaging prospects and clients, their families, and allied professionals so that families have an effective way to pass along assets and their deepest values to the next generation.

We'll cover these important insights:

Expert Presenter: Elaine Floyd


Elaine Floyd, CFP®, is Horsesmouth's Director of Retirement and Life Planning, and is the author of Savvy Social Security Planning for Boomers, Savvy Medicare Planning for Boomers, and The Financial Advisor's Guide to Savvy Generational Planning. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.

Don’t miss this important webinar! Register below.

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Questions? Call 1-888-336-6884 ext. 1