Upcoming Events

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, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, May 1, 2024 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, May 7, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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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: May 13–16, 2024

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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: May 20–21, 2024

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Free Webinar

Unlocking Co-Intelligence: A Two-Part AI Book Discussion for Financial Advisors

In this two-part book discussion, we'll explore the potential for AI to transform how you and your team operate to deliver superior service to your clients.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursdays, May 23 and June 6, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;

Chicago, IL: June 6–7, 2024

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Workshop

Develop Your Medicare Strategy

The retirement health care challenge: help your clients plan for the great unknown, while boosting your “Medicare go-to expert” status.

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

Virtual Workshop: July 15–17, 2024

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