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

Thursday, February 20, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Show Clients When to Claim Their Social Security Benefits

These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.

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

Monday, February 24, 2020 at 1:00 p.m. ET / 10:00 a.m. PT

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act

The SECURE Act has brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, learn how to help your clients in this new landscape.

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

Tuesday, February 25, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Coaching Programs

Boomer Spike Coaching Group: How to Do Social Security Workshops, Attract New Clients and $$$, and Do Good Work

Partner with Horsesmouth, and other like-minded financial advisors, to accelerate your learning curve and get you up-and-running in your quest to raise $5+ million from educational workshops in 2020.

With Chris Holman, Executive Coach

March–August 2020 at 1:00 p.m. ET / 10:00 a.m. PT

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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

Las Vegas, NV: March 19–20, 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

San Diego, CA: April 2–3, 2020

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Workshop

IRA Expertise Workshop

This two-day intensive workshop will deepen your new tax law knowledge, and offer advanced strategies for lifetime RMDs. Avoid rollover mistakes, and build your retirement planning skills.

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

Scottsdale, AZ: June 11–12, 2020
New York, NY: October 29–30, 2020

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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

New York, NY: July 9–10, 2020
Chicago, IL: September 10–11, 2020

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Previous Webinar Replays

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