Upcoming Events

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: October 16, 23, and 30, and November 6, 2025

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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

Monday, October 20, 2025 at 10:00 a.m. ET / 7:00 a.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, Carson Wealth

Virtual Workshop: October 21 and 28, November 4 and 10, 2025

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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, October 22, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The 2026 Social Security COLA: How It’s Figured, How It Affects Your Clients

Learn how the 2026 COLA is calculated, as it provides an opportunity to talk to clients and prospects about how they can maximize their Social Security income and get the rest of their financial affairs in order.

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

Tuesday, October 28, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The ‘Dead’ Marketing Strategy That’s Quietly Filling Advisors’ Calendars

In-person events remain one of the most powerful ways to connect with qualified prospects and build lasting client relationships. This tactical webinar will reveal why financial education still drives high-converting client relationships—and how to prevent the errors that hold most advisors back.

With Devin Kropp, Horsesmouth Associate Editor

Wednesday, October 29, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: 10 Essential Things Every Advisor Must Know

This information-packed presentation will reveal the ten essential things every financial advisor should know about Social Security. It will also cover the crucial interplay between Social Security and Medicare, the impact of inflation and COLAs on long-term projections, and much more.

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

Wednesday, November 12, 2025 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: December 8–11, 2025

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