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Hawaii and Horsesmouth Workshops: You’re Invited!

Picture Yourself Enjoying Hawaii, Building Your Expertise, and Planning for a Hugely Successful 2019!

Your Four Horsesmouth Workshop Choices:

January 24th–25th, 2019

Social Security and Medicare Planning

Business Planning and Marketing for 2019

January 28th–29th, 2019

IRA and Tax Planning

Financial Educator Marketing

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Upcoming Events

Free Webinar

Retirement Planning Under the Tax Cuts and Jobs Act: What You Need to Know

Learn how the new tax code will dramatically shake up your clients’ financial plans, savings plans, taxes, and investment portfolios.

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

Wednesday, September 26, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Demystify the New Tax Act!

Tax planning is a must-have skill for advisors serving affluent clients. Learn how to guide them on the importance of the new rules in saving, investing, and planning!

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

Chicago, IL: September 26, 2018
Dallas, TX: October 31, 2018
New York, NY: November 14, 2018
San Diego, CA: November 28, 2018

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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

Chicago, IL: September 27–28, 2018
Honolulu, HI: January 24–25, 2019

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Free Webinar

Break the ‘No Biz Plan’ Cycle in 2019

Advisors with a business plan pull in 47% more revenue than those without one. Learn the key parts of creating a successful business and marketing plan for 2019.

With Sean M. Bailey, Horsesmouth Editor in Chief;
Chris Holman, Executive Coach;
and Devin Kropp, Horsesmouth Assistant Editor

Tuesday, October 2, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Financial Educator Marketing Workshop

Fill your pipeline with motivated incoming prospects by giving financial education workshops.

With Sean M. Bailey, Horsesmouth Editor in Chief

Dallas, TX: October 11–12, 2018
Honolulu, HI: January 28–29, 2019

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Workshop

The Million Dollar Solutions Workshop

Attract more clients. Beat Vanguard, robos, and your competition. Revolutionize your business at this two-day strategy and practice management program!

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

Dallas, TX: November 1–2, 2018

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Workshop

Get It Done Now! Biz/Plan Marketing Workshop

Enter 2019 with fully conceived business and marketing plans, with clear action steps for the entire year.

With Sean M. Bailey, Horsesmouth Editor in Chief;
Chris Holman, Executive Coach;
and Devin Kropp, Horsesmouth Assistant Editor

New York, NY: November 15–16, 2018
San Diego, CA: November 29–30, 2018
Honolulu, HI: January 24–25, 2019

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Workshop

IRA Expertise Workshop

Deepen your new tax law knowledge, and learn advanced strategies to help your clients minimize taxes, and avoid costly lifetime RMDs and rollover mistakes.

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

Honolulu, HI: January 28–29, 2019

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Previous Webinar Replays

Click each link to watch replay