Upcoming Events

Free Webinar

Five Common Medicare Mistakes—and How To Help Prospects and Clients Avoid Them

This webinar will cover five common Medicare mistakes that can result in coverage gaps, penalties, and even poor health care services—all of which stem from a lack of information. Educating people on these crucial aspects of Medicare can lead to further conversations about how you can help them transition to retirement.

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

Thursday, June 20, 2024 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 26, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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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

Virtual Workshop: July 11, 18, 25, and August 1, 2024

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Workshop

Develop Your Medicare Strategy

The retirement health care challenge: help your clients plan for the great unknown, while boosting your “Medicare go-to expert” status.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: July 15–17, 2024

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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: September 18–19, 2024

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

In eight sessions, you’ll 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 2025.

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: October 23–December 18, 2024

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Recent Webinar Replays

Click each link to watch replay