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Hawaii and Horsesmouth Workshops: You’re Invited!

Picture Yourself Enjoying Hawaii, Building Your Expertise, and Planning for a Hugely Successful 2019!

Your Four Horsesmouth Workshop Choices:

January 24th–25th, 2019

Social Security and Medicare Planning

Business Planning and Marketing for 2019

January 28th–29th, 2019

IRA and Tax Planning

Financial Educator Marketing

Learn More

Upcoming Events

Free Webinar

2019 Killer Marketing Ideas and Trends

New marketing ideas that will get you noticed and remembered by clients, prospects, referrals and COIs.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, January 17, 2019 at 4:00 p.m. ET / 1:00 p.m. PT

Sign Up


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

Honolulu, HI: January 24–25, 2019
Dallas, TX: February 21–22, 2019

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Workshop

Get It Done Now! Biz/Plan Marketing Workshop

Enter 2019 with fully conceived business and marketing plans, with clear action steps for the entire year.

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

Honolulu, HI: January 24–25, 2019

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Workshop

The Financial Educator Marketing Workshop

Fill your pipeline with motivated incoming prospects by giving financial education workshops.

With Sean M. Bailey, Horsesmouth Editor in Chief

Honolulu, HI: January 28–29, 2019

Sign Up


Workshop

IRA Expertise Workshop

Deepen your new tax law knowledge, and learn advanced strategies to help your clients minimize taxes, and avoid costly lifetime RMDs and rollover mistakes.

With Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

Honolulu, HI: January 28–29, 2019

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Previous Webinar Replays

Click each link to watch replay