Upcoming Events

Free Webinar

The Case for Advisors Becoming Cybersecurity Guides

People and businesses can vastly improve their cybersecurity with just a small amount of knowledge and action. Be the professional to help the public guard against the cybersecurity threat.

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

Tuesday, September 29, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

An All-in-One College Planning Tool

In this overview and demonstration of College Aid Pro™, you will learn how to guide clients through an apples-to-apples comparison of thousands of colleges and universities across the country. Cost analysis and planning tools, along with white-labeled reports and client-facing solutions, are available with the click of a button.

With Lynn O’Shaughnessy, College Program Creator;
and Joe Messinger CFP®, CHFC, CLU

Thursday, October 1, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Get in Front of CPAs with CPE Webinars

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, October 6, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security Webinar KickStart

Thinking about doing Social Security webinars in 2021? Learn how to stop over-thinking, and start doing. We’ll help you beat procrastination, and do your first webinar.

With Chris Holman, Executive Coach

Wednesday, October 14, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Your Superpower—Finding Your Unique Edge

Everyone has a superpower. What’s yours? When you become clear about what you do better than almost every other advisor you’ll have identified one of the most important ways to communicate with clients and prospects.

With With Ellen Rogin, CPA, CFP®

Thursday, October 15, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

IRA Recovery Planning Workshop

Build your retirement planning skills and help your clients with advanced IRA, SECURE Act, and CARES Act knowledge. In this four-day intensive workshop you will learn how to point your clients to recovery as they deal with retirement planning, recession, and government stimulus programs.

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

Virtual Workshop: November 12–17, 2020

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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 With Ellen Rogin, CPA, CFP®

Virtual Workshop: November 6–December 18, 2020
7 sessions on Fridays (Week 4 is on Tuesday, November 24)

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Previous Webinar Replays

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