Upcoming Events

Free Webinar

29 Presentations to Consider Delivering to Clients 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

Wednesday, August 10, 2022 at 4:00 p.m. ET / 1:00 p.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

Thursday, August 11, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Four Time Management Mistakes That Crush Your Productivity, Profitability, and Lifestyle

For the Financial Advisor who feels overworked and overwhelmed with all they do—Learn how to completely turn your time management around, so you’ll finally enjoy your life and your business!

With Teresa Riccobuono, Practice Management and Recruiting Specialist
and Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, August 18, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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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 19–22 or December 5–8, 2022

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Workshop

The Great Advisor Time-Management Dividend Project

Learn how to make your business more profitable and efficient, giving you more time to really enjoy life!

With Teresa Riccobuono, Practice-Management and Recruiting Specialist

Virtual Workshop: September 20–November 15, 2022
Sessions take place every other Tuesday

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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, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: October 12–14, 2022

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Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. 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: November 15 & 29 and December 6 & 13, 2022

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Recent Webinar Replays

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