Upcoming Events

Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

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

Wednesday, May 25, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages

When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security. This webinar introduces Horsesmouth’s new educational presentation for your clients and prospects.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, May 26, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Auxiliary Social Security Benefits: How To Help Clients Receive All the Income They’re Entitled To

An auxiliary benefit is one that is paid off a worker’s record to a spouse, an ex-spouse, a surviving spouse, or a dependent child. Find numerous instances where clients are missing out on benefits they should be receiving, allowing them to proactively claim benefits they otherwise would not know about.

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

Tuesday, June 7, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, June 8, 2022 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: June 13–16, 2022

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Workshop

“New Normal” Practice Management Workshop

Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;

Virtual Workshop: July 11–14, 2022

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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

Virtual Workshop: August 1–4, 2022

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

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

Atlanta: October 13–14, 2022

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