Upcoming Events

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;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: June 21–24, 2021

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Free Webinar

Show Clients When to Claim Their Social Security Benefits

These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.

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

Wednesday, July 7, 2021 at 2:00 p.m. ET / 11:00 a.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 Elaine Floyd, CFP®, Director of Retirement and Life Planning

Wednesday, July 14, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

“New Normal” Practice Management Workshop

Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;

Virtual Workshop: July 19–22, 2021

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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

Virtual Workshop: August 2–5, 2021

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Free Webinar

Four Time Management Mistakes That Crush Your Productivity, Profitability, and Lifestyle

For the Financial Advisor who feels overworked and overwhelmed with all they do—Learn how to completely turn your time management around, so you’ll finally enjoy your life and your business!

With Teresa Riccobuono, Practice Management and Recruiting Specialist
and Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, August 11, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Great Advisor Time Management Dividend Project

Learn how to make your business more profitable and efficient, giving you more time to really enjoy life!

With Teresa Riccobuono, Practice-Management and Recruiting Specialist

Virtual Workshop: September 14–November 9, 2021
Sessions take place every other Tuesday

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