Upcoming Events

Free Webinar

Get in Front of CPAs with CPE Workshops

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Monday, July 15, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

7 Deadly IRA Sins

Learn how to avoid seven of the most common and costly IRA mistakes that frequently trip up advisors and their clients.

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

Thursday, July 18, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Nailing Your Presentation Introduction by Following the “Dynamic Patterned Opening”

Learn to follow the “Dynamic Patterned Opening” to maximize the chance that your audience will take your desired action at the end of your presentation.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, July 23, 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, July 24, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Most Overlooked Profitable Niche You Should Immediately Pursue

Learn the details of a hugely valuable niche that will boost your value proposition, open the door to great clients, and drive your profitability in 2019 and beyond.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, July 30, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Why All Advisors Need Social Security Planning and Marketing Skills

Learn the mistakes many boomers—and their advisors—are making with Social Security, and how you can gain the knowledge you need to help them.

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

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

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Free Webinar

AI and Machine Learning in Investment Management

Discover the latest trends in quantitative model development, and get an insider’s look into the opaque world of quantitative investing and the emergence of Artificial Intelligence, big and small data.

With Chris Holman, PCC Executive Coach;
and Rick Roche, Managing Director at Little Harbor Advisors, LLC

Wednesday, August 7, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Don’t let clients overpay taxes! Build loyalty, referrals, and profits when you add a tax focus to your planning business.

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

New York, NY: September 26–27, 2019

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Workshop

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty

Get up to speed on the growing and complex ways the two biggest retirement programs 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

Atlanta, GA: October 3–4, 2019
Scottsdale, AZ: October 24–25, 2019

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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

Scottsdale, AZ: October 24–25, 2019

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