Upcoming Events

Free Webinar

Help Clients Decide When To Claim Their Social Security Benefits

The question of when to claim Social Security benefits goes beyond simple math and delves into the solvency of the system itself. In this webinar we will present the latest financial projections and discuss the current thinking on when people should claim their Social Security benefits.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Wednesday, August 13, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottom Line

Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, August 19, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Big Higher-Ed Changes That Your Clients Need to Know About

Discover the major changes that the “One, Big, Beautiful Bill” is ushering in for your clients who will be paying for college and/or borrowing for a degree.

With Lynn O’Shaughnessy, College Program Creator

Wednesday, August 20, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Wednesday, August 27, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The AI-Powered Marketing Habit for Financial Advisors

Discover how AI tools can help you plan and execute an effective marketing strategy in just four hours per month. Learn how to save time, and drive sustainable growth.

With Sean M. Bailey, Horsesmouth Editor in Chief;
and Devin Kropp, Horsesmouth Associate Editor

Thursday, September 4, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: September 8–9, 2025

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: September 15–18, 2025

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor in Chief;
Chris Holman, Executive Coach;
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: September 18 and 25, October 1 and 9, 2025

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Recent Webinar Replays

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