Upcoming Events

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How to Stand Out From the Crowd and Make 2022 Your Best Year Ever

Late-stage college planning is becoming increasingly expensive and complex. Learn how advisors across the country are growing their practice by helping families make more informed college buying decisions.

With Lynn O’Shaughnessy, College Program Creator;
and Joe Messinger CFP®, CHFC, CLU

Wednesday, December 15, 2021 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;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: January 25–28, 2022

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Workshop

“New Normal” Practice Management Workshop

Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

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

Virtual Workshop: February 1–4, 2022

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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

Virtual Workshop: February 15–18, 2022

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