Upcoming Events

Free Webinar

Profitable Client Tax Planning: 3 Keys to Advisors Succeeding

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

Tuesday, October 22, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty

Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Scottsdale, AZ: October 24–25, 2019

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Free Webinars

Hack-Proof Your Clients: Three-Part Webinar Series

It’s imperative you engage your clients immediately about cybersecurity and do your best to help them boost their safety! Join the authors of Hack Proof Your Life Now! and the creators of Savvy Cybersecurity for this important 3-part series on cybersecurity:

  • Part 1: The Case for Becoming a Cybersecurity Guide
  • Part 2: Hack-Proof Your Smartphone—Cybersecurity
  • Part 3: Will Hackers Scam Your Business?

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

Tuesday, October 29, 2019;
Monday, November 18, 2019;
and Thursday, December 12, 2019;
all at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Tiny Habits: Breaking the Myth of Behavior Change

Do you want behaviors that allowed you to be more creative and productive? Join this motivating new webinar if you’re interested in your own personal behavior change.

With Chris Holman, PCC, Executive Coach

Tuesday, November 5, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Facts Boomers Need to Know About Medicare

What happens if you don’t enroll in Medicare on time? How does private insurance work with Medicare? What can you expect to pay for health care through Medicare? Get the answers to these and other important Medicare questions.

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

Wednesday, November 6, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Nailing Your Presentation Opening: 10 Points to Hit in the First 10 Minutes

Deliver a strong, well-structured opening that grabs your audience, allows you to take command, and primes them to stay with you and take your desired action.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, November 12, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Why All Advisors Need Social Security Planning and Marketing Skills

Learn the mistakes many boomers—and their advisors—are making with Social Security, and how you can gain the knowledge you need to help them.

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

Wednesday, November 13, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

Atlanta, GA: January 16–17, 2020
Las Vegas, NV: January 30–31, 2020

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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

Atlanta, GA: January 16–17, 2020
Dallas, TX: February 13–14, 2020
San Diego, CA: April 2–3, 2020

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Workshop

IRA Expertise Workshop

Deepen your new tax law knowledge, and learn advanced strategies for lifetime RMDs. Avoid rollover mistakes, and build your retirement planning skills.

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

Atlanta, GA: January 15, 2020
Las Vegas, NV: January 29, 2020

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Workshop

Develop Your Medicare Strategy

The retirement health care challenge: help your clients plan for the great unknown, while boosting your “Medicare go-to expert” status.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Dallas, TX: February 13–14, 2020

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Workshop

Boomer Spike Coming!

Get up to speed on the growing and complex ways Social Security and Medicare interact and impact retirees and pre-retirees.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tampa, FL: February 27–28, 2020
Las Vegas, NV: March 19–20, 2020

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Workshop

The Financial Educator Marketing Workshop

Develop a Financial Educator marketing system that will give you consistent exposure to prospects you need to build your business and defend it from competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Atlanta, GA: March 12–13, 2020

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Previous Webinar Replays

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