Upcoming Events

Free Webinar

Understanding the Social Security Trustees Report

The OASDI Trust Fund is expected to exhaust in the third quarter of 2034, according to the latest Trustees Report. In this webinar we take a deep dive to better understand the future of Social Security, and how your clients might deal with the uncertainties surrounding this important source of retirement income.

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

Tuesday, July 28, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Next Great Client Acquisition Opportunity

In the second installment of our Client Acquisition Webinar Series, you’ll discover how to adapt the proven educational marketing strategy that helped advisors reach Baby Boomers to the unique needs of Gen X.

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

Thursday, July 30, 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, August 6, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

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

Wednesday, August 12, 2026 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, Carson Wealth

Virtual Workshop: September 14, 21, 28, and October 5, 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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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, September 23, 30, and October 7, 14, 2026

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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: October 19–20, 2026

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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: October 22, 29, and November 5, 12, 2026

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Recent Webinar Replays

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