Upcoming Events

Free Webinar

Nailing Your Presentation Opening: 10 Points to Hit in the First 10 Minutes

Deliver a strong, well-structured opening that grabs your audience, allows you to take command, and primes them to stay with you and take your desired action.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, September 18, 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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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

Tuesday, October 15, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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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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