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, Carson Wealth;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 23, 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

Monday, December 29, 2025 at 2:00 p.m. ET / 11:00 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: January 12, 20, 26; and February 2, 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: Thursdays, January 29–February 19, 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: February 9–10, 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, Executive Coach;
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: February 26 and March 5, 12, and 19, 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: March 23–26, 2026

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Recent Webinar Replays

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