Upcoming Events

Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Tuesday, July 7, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Chris Holman, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays: July 9, 16, 23, and 30, 2026

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Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Tuesday, July 14, 2026 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, Carson Wealth

Virtual Workshop: September 14, 21, 28, and October 5, 2026

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

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

Virtual Workshop: September 15–18, 2026

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

Master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2026.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Chris Holman, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Wednesdays, September 23, 30, and October 7, 14, 2026

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Virtual Workshop: October 19–20, 2026

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Recent Webinar Replays

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