Upcoming Events

Free Webinar

Nailing Your Presentation Introduction by Following the “Dynamic Patterned Opening”

Learn to follow the “Dynamic Patterned Opening” to maximize the chance that your audience will take your desired action at the end of your presentation.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, March 21, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Most Overlooked Profitable Niche You Should Immediately Pursue

Learn the details of a hugely valuable niche that will boost your value proposition, open the door to great clients, and drive your profitability in 2019 and beyond.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, March 26, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

New Tax Law Briefing Webinar—Teach Your Clients What They Need to Know!

Educate your clients on the new tax law, and the far-reaching challenge it presents for nearly every person, family, and business.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, March 27, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare Changes for 2019: What Clients Need to Know

Dive deep into the new inflation adjustments to see how your clients’ Social Security benefits and Medicare premiums may change in 2019 and beyond.

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

Tuesday, April 9, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Securing Introductions: A Disciplined, Systematic Process to Get More (And Better) Referrals

Learn the best sources for introductions, how to create the introduction mindset, the “secret weapons” of securing introductions, and much more.

With Chris Holman, Executive Coach
and David Leo, Business Coach

Wednesday, April 10, 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

San Diego, CA: May 9–10, 2019
Atlanta, GA: October 3–4, 2019

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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

San Diego, CA: May 9–10, 2019
Chicago, IL: June 6–7, 2019

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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

Chicago, IL: July 10–11, 2019

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