Upcoming Events

Free Webinar

Nailing Your Presentation Introduction by Following the “Dynamic Patterned Opening”

Learn to follow the “Dynamic Patterned Opening” to maximize the chance that your audience will take your desired action at the end of your presentation.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, June 4, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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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

Chicago, IL: June 6–7, 2019

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Free Webinar

How to Find New Clients, and Serve Existing Clients, Using the Horsesmouth Client Letter

Learn how to use timely and educational financial content to attract clients who value the same.

With Chris Holman, PCC, Executive Coach;
and Charles Sherry, MSc

Wednesday, June 12, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Ways to Cut the Cost of College

Learn some simple yet powerful ways to make college more affordable. Incorporating these actionable items into your practice can make you a rock star to your clients, as well as boost your chances of attracting prospects.

With Lynn O’Shaughnessy, College Program Creator

Wednesday, June 19, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Why All Advisors Need Social Security Planning and Marketing Skills

Learn the mistakes many boomers—and their advisors—are making with Social Security, and how you can gain the knowledge you need to help them.

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

Tuesday, June 25, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Financial Educator Marketing Workshop

Develop a Financial Educator marketing system that will give you consistent exposure to prospects you need to build your business and defend it from competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Chicago, IL: July 10–11, 2019
Scottsdale, AZ: October 24–25, 2019

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Workshop

Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty

Get up to speed on the growing and complex ways the two biggest retirement programs 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

Atlanta, GA: October 3–4, 2019

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