Upcoming Events

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: May 19–20, 2026

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Free Webinar

Nailing Your Presentation Opening: 10 Points to Hit in the First 10 Minutes

Deliver a strong, well-structured opening that grabs your audience, allows you to take command, and primes them to stay with you and take your desired action.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Tuesday, May 26, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Wednesday, May 27, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

3 Keys to Profitable Client Tax Planning

Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Thursday, May 28, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Scams, Frauds, and Deepfakes: How Advisors Can Protect Clients—and Strengthen Trust—Right Now

Join us for a demo of our new Savvy Cybersecurity presentation, Scams, Frauds, and Deepfakes: Smart Rules Every Family Needs to Know Now. We’ll cover how scammers use emotional manipulation, the rise of AI-powered deepfakes, and the P.R.O.O.F. Framework: A five-step system your clients can use in real time to verify any suspicious request.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Devin Kropp, Horsesmouth Associate Editor,
and Erin Ryan, Horsesmouth Assistant Editor

Tuesday, June 2, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

Master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2026.

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: Wednesdays, June 3, 10, 17, and 24, 2026

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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

Tuesday, June 9, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays: July 9, 16, 23, and 30, 2026

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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, 2026

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