Upcoming Events

Free Webinar

The AI-Powered Marketing Habit for Financial Advisors

Discover how AI tools can help you plan and execute an effective marketing strategy in just 4 hours per month. Learn how to save time, and drive sustainable growth.

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

Wednesday, March 19, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Lifetime Value of Social Security

This webinar will cover the latest research about life spans and the lifetime value of Social Security income over various scenarios for individuals and married couples.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning

Thursday, March 20, 2025 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: March 24–27 or May 12–15, 2025

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Workshop

AI Marketing For Advisors

Save time, win clients, and drive profits with this 5-week AI marketing program tailored for advisors. Transform your marketing from a time-consuming burden to a powerful growth engine!

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

Virtual Workshop: April 3, 10, 17, 24, and May 1, 2025

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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: May 19–20, 2025

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