Upcoming Events

Free Webinar

How to Stand Out and Grow in a Volatile Market

Take care of your clients and open the doors to growth. This may well be the best prospecting opportunity in decades, if you are careful in how you proceed.

With Bill Cates, CSP, CPAE

Thursday, April 2, 2020 at 12:00 p.m. ET / 9:00 a.m. PT

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Free Webinar

Boost Resilience for You, Your Clients and Your Team With Mindfulness

To give your best to your clients, you need to spend some time calming and grounding yourself. Learn to use mindfulness tools to feel grounded and clear to effectively run your business.

With Ellen Rogin, CPA, CFP®

Thursday, April 2, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Facts Boomers Need to Know About Medicare

What happens if you don’t enroll in Medicare on time? How does private insurance work with Medicare? What can you expect to pay for health care through Medicare? Get the answers to these and other important Medicare questions.

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

Monday, April 6, 2020 at 2:00 p.m. ET / 11:00 a.m. PT

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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, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Monday, April 6, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

How to Hack-Proof Your Remote Office Setup

In these changing times, more companies are moving to remote office setups than ever before. While technology has made it easier to stay connected and work from home, there are cybersecurity precautions every business and employee should be taking.

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

Tuesday, April 21, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Show Clients When to Claim Their Social Security Benefits

These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.

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

Wednesday, April 22, 2020 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act

The SECURE Act has brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, learn how to help your clients in this new landscape.

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

Thursday, April 23, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

IRA Expertise Workshop

This two-day intensive workshop will deepen your new tax law knowledge, and offer advanced strategies for lifetime RMDs. Avoid rollover mistakes, and build your retirement planning skills.

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

Scottsdale, AZ: June 11–12, 2020
New York, NY: October 29–30, 2020

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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®, AIF®, CWS®, MSA

New York, NY: July 9–10, 2020
Chicago, IL: September 10–11, 2020

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Workshop

Boomer Spike Coming! Two-Day Intensive Social Security/Medicare Workshop

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

New York, NY: August 5–6, 2020
Chicago, IL: October 15–16, 2020

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Previous Webinar Replays

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