Upcoming Events

Coaching Programs

Boomer Spike Coaching Group: How to Do Social Security Workshops and Attract New Clients… Now!

You have the Social Security knowledge, and you want to present educational workshops for clients and prospects… now. Join this Horsesmouth coaching group and you can do your next virtual Social Security workshop in 45 days, or less

With Chris Holman, PCC, Horsesmouth Executive Coach

Virtual Coaching Group: August–December, 2020

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act and CARES 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®, AIF®, CWS®, MSA

Tuesday, August 18, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Tiny Habits for Exceptional Advisors: How to Get Clear, Focused, and Accountable

What could you accomplish if you spent some time each day without distractions and really focused on your work? Learn how to create your deep focus …the “secret power” that will unlock your productivity, time management, and creativity.

With Chris Holman, PCC, Executive Coach

Wednesday, August 26, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Boomer Spike Coming! Four-Day Intensive Social Security/Medicare Workshop

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: September 8–11, 2020

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Previous Webinar Replays

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