Upcoming Events

Free Webinar

Marketing, Messaging, and Practice Management in the Covid Era

Join financial advisor Debbie Taylor as she previews key strategies she’s pursuing in her business development activities for 2021.

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

Friday, January 22, 2021 at 11:00 a.m. ET / 8:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Now a four-day virtual workshop—watch from your home or office. 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, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: January 25–28, 2021

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Free Webinar

Your 2021 Marketing Plan Completed, Really

Kickoff 2021 with a real marketing plan. One that you can actually execute, that includes specific, week-by-week, month-by-month activities for you and your team to carry out. One that addresses communicating and educating clients and prospects.

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

Tuesday, February 2, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

“New Normal” Practice Management Workshop

Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

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

Virtual Workshop: February 8–11, 2021

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Workshop

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

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: February 22–25, 2021

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Workshop

Build a College Planning Niche That Attracts Wealthy Clients

Develop a late-stage college planning niche that builds your expertise and rewards you with wealthy, referring clients ready to have you manage all their assets.

With Lynn O’Shaughnessy, College Program Creator;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: March 22–25, 2021

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Workshop

Extraordinary Advisor Virtual Masterclass

Become an extraordinary advisor who creates more influence, impact, and income, no matter what the markets are doing. Learn the “right-brain techniques” for growing a deeply personal and successful business.

With Ellen Rogin, CPA, CFP®

Virtual Workshop: April 1–May 14, 2021
7 sessions on Fridays (Week 1 is on Thursday, April 1)

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Previous Webinar Replays

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