Upcoming Events

Free Webinar

Get in Front of CPAs with CPE Workshops

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, July 15, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Coaching Programs

Boomer Spike Coaching Group: How to Do Social Security Workshops and Attract New Clients… Now!

You have the Social Security knowledge, and you want to present educational workshops for clients and prospects… now. Join this Horsesmouth coaching group and you can do your next virtual Social Security workshop in 45 days, or less

With Chris Holman, PCC, Horsesmouth Executive Coach

Virtual Coaching Group: July–December, 2020

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act and CARES 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

Friday, July 24, 2020 at 1:00 p.m. ET / 10:00 a.m. PT

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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: August 3–6, 2020

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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: September 8–11, 2020

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Previous Webinar Replays

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