Upcoming Events

Free Webinar

Nailing Your Presentation Opening: 10 Points to Hit in the First 10 Minutes

Deliver a strong, well-structured opening that grabs your audience, allows you to take command, and primes them to stay with you and take your desired action.

With Devin Kropp, Horsesmouth Associate Editor

Tuesday, August 18, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Wednesday, August 19, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Tactics Behind a Decade of Consistent Advisor Growth

Join us for our third Client Acquisition Webinar and discover how educational events became Brian’s growth engine, how he built a practice of ideal clients, and how you can do the same.

With Brian Skinner, CFP®, CRPC®, Skinner Wealth Strategies Financial Planner,
and Andrew Hinkle, FMT Solutions Director of Sales and Account Management

Wednesday, August 26, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Understanding the Social Security Trustees Report

The OASDI Trust Fund is expected to exhaust in the third quarter of 2034, according to the latest Trustees Report. In this webinar we take a deep dive to better understand the future of Social Security, and how your clients might deal with the uncertainties surrounding this important source of retirement income.

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

Thursday, August 27, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Wednesday, September 2, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Why Good Advisors Lose Business During Discovery

In this webinar, we will explore four common pressures that quietly reshape discovery meetings, often turning meaningful conversations into simple intake. You’ll come away with a clearer understanding of why many advisors lose winnable business during discovery meetings, how what happens in discovery shapes trust and client decisions, and practical ways to stay steady inside the conversation so prospects feel understood.

With Chris Holman, PCC, Executive Coach,
and Doug Pierce, Horsesmouth Associate Editor

Thursday, September 3, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

What Advisors Need To Know To Become the Go-To Expert on Social Security

Become a unique resource to clients, prospects, and centers of influence, guiding them on how to access and maximize this important source of retirement income. If you can demonstrate real expertise in Social Security, engagement in other areas will follow.

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

Wednesday, September 9, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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, Carson Wealth

Virtual Workshop: September 14, 21, 28, and October 5, 2026

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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: September 15–18, 2026

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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

Tuesday, September 22, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

Master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2026.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Chris Holman, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Wednesdays, September 23, 30, and October 7, 14, 2026

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Virtual Workshop: October 19–20, 2026

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Chris Holman, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays: October 22, 29, and November 5, 12, 2026

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Recent Webinar Replays

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