Upcoming Events

Free Webinars

Hack-Proof Your Clients: Three-Part Webinar Series

It’s imperative you engage your clients immediately about cybersecurity and do your best to help them boost their safety! Join the authors of Hack Proof Your Life Now! and the creators of Savvy Cybersecurity for this important 3-part series on cybersecurity:

  • Part 1: The Case for Becoming a Cybersecurity Guide
  • Part 2: Hack-Proof Your Smartphone—Cybersecurity
  • Part 3: Will Hackers Scam Your Business?

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

Monday, November 18, 2019;
and Thursday, December 12, 2019;
all at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Strategize Your 2020 Communications Masterplan

Learn how to structure your communications efforts so your message resonates with clients and keeps you on their radar. Discover resources for finding client-facing content and seasonal communications that deliver the right message to the right person at the right time.

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

Tuesday, November 19, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Profitable Client Tax Planning: 3 Keys to Advisors Succeeding

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, November 20, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Winning College Strategies to Finding Great Schools and Cutting Their Costs

Learn simple yet powerful ways to make college more affordable.

With Lynn O’Shaughnessy, College Program Creator

Thursday, November 21, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

Atlanta, GA: January 16–17, 2020
Las Vegas, NV: January 30–31, 2020

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Workshop

Build a College Planning Niche That Attracts Wealthy Clients

Develop a late-stage college planning niche that builds your expertise and rewards you with wealthy, referring clients ready to have you manage all their assets.

With Lynn O’Shaughnessy, College Program Creator;
and Sean M. Bailey, Horsesmouth Editor in Chief

Atlanta, GA: January 16–17, 2020
Dallas, TX: February 13–14, 2020
San Diego, CA: April 2–3, 2020

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Workshop

IRA Expertise Workshop

Deepen your new tax law knowledge, and learn advanced strategies for lifetime RMDs. Avoid rollover mistakes, and build your retirement planning skills.

With Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

Atlanta, GA: January 15, 2020
Las Vegas, NV: January 29, 2020

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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

Dallas, TX: February 13–14, 2020

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Workshop

Boomer Spike Coming!

Get up to speed on the growing and complex ways Social Security and Medicare interact and impact retirees and pre-retirees.

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

Tampa, FL: February 27–28, 2020
Las Vegas, NV: March 19–20, 2020

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Workshop

The Financial Educator Marketing Workshop

Develop a Financial Educator marketing system that will give you consistent exposure to prospects you need to build your business and defend it from competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Atlanta, GA: March 12–13, 2020

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Previous Webinar Replays

Click each link to watch replay