Upcoming Events

Workshop

Year-End Tax Planning for Advisors

This workshop will help you identify the tax issues worth discussing, understand how current legislation affects planning decisions, and use technology to uncover opportunities more efficiently. Includes client presentation and companion handout.

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth

Virtual Workshop: Monday: November 9, 2:00 p.m.–5:00 p.m. ET

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Free Webinar

The 2027 Social Security COLA: How It’s Figured, How It Affects Your Clients

Learn how the 2027 COLA is calculated, as it provides an opportunity to talk to clients and prospects about how they can maximize their Social Security income and get the rest of their financial affairs in order.

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

Tuesday, November 10, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Social Security Planning for Couples

In this 90-minute workshop, you’ll learn how to evaluate Social Security claiming strategies for married couples and use that expertise to create stronger conversations with clients and prospects. Includes client presentation and companion reprint.

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

Virtual Workshop: Thursday: November 12, 2:00 p.m.–3:30 p.m. ET

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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 Devin Kropp, Horsesmouth Associate Editor

Tuesday, November 17, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Transforming Client Engagement with AI

This 3-hour workshop will help you use AI to prepare more thoughtful meetings, explain complex topics clearly, and turn meeting notes into useful follow-up communications more efficiently. Includes client toolkits.

With Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursday: November 19, 2:00 p.m.–5:00 p.m. ET

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Free Webinar

3 Keys to Profitable Client Tax Planning

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, Carson Wealth

Thursday, November 19, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Advanced Social Security Topics: Addressing Clients’ Concerns About the Earnings Test, Solvency, and the Mechanics of Filing an Application

In this 3-hour advanced workshop, you’ll deepen your knowledge of Social Security while building expertise you can use to attract and serve retirement prospects. Includes client presentation and companion handout.

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

Virtual Workshop: Wednesday: December 2, 2:00 p.m.–5:00 p.m. ET

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Workshop

Advisor Marketing with AI

This 3-hour workshop will help you use AI to clarify your message, create content for your ideal audience, and get more mileage from the work you already produce. You’ll learn how to move beyond generic AI copy and build a repeatable process for marketing that sounds like you and gives prospects a clearer reason to connect. Includes client toolkits.

With Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursday: December 3, 2:00 p.m.–5:00 p.m. ET

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Workshop

2027 Tax Opportunities

The new year brings new tax planning opportunities. This workshop will help you identify the tax issues worth discussing, understand how current legislation affects planning decisions, and use technology to uncover opportunities more efficiently. Includes client presentation and companion handout.

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth

Virtual Workshop: Monday: December 7, 2:00 p.m.–5:00 p.m. ET

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Workshop

How Earnings Impact the Social Security Benefit

In this 90-minute workshop, you’ll learn how earnings affect Social Security benefits, how the benefit formula works, and how to help clients evaluate decisions that may increase or reduce future income. Includes client presentation and companion handout.

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

Virtual Workshop: Thursday: December 10, 2:00 p.m.–3:30 p.m. ET

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Workshop

Social Security Planning for Widows

In this 90-minute workshop, you’ll learn how survivor benefits are calculated, how claiming decisions affect future income, and how to evaluate strategies for widows and surviving spouses. Includes client presentation and companion reprint.

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

Virtual Workshop: Wednesday: December 16, 2:00 p.m.–3:30 p.m. ET

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