Upcoming Events

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: December 9–12, 2024

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Free Webinar

The AI-Powered Marketing Habit for Financial Advisors

Discover how AI tools can help you plan and execute an effective marketing strategy in just 4 hours per month. Learn how to save time, and drive sustainable growth.

With Sean M. Bailey, Horsesmouth Editor in Chief;
and Devin Kropp, Horsesmouth Associate Editor

Monday, December 16, 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

2025 Killer Marketing Ideas and Trends

Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs.

Devin Kropp, Horsesmouth Associate Editor

Tuesday, December 17, 2024 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, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, December 19, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

AI Marketing For Advisors

Save time, win clients, and drive profits with this 5-week AI marketing program tailored for advisors. Transform your marketing from a time-consuming burden to a powerful growth engine!

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

Virtual Workshop: January 9, 16, 23, 30, and February 6, 2025

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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, Taylor Financial Group, LLC

Virtual Workshop: January 23, 24, 30, and 31, 2025

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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: February 10–11, 2025

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Recent Webinar Replays

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