Upcoming Events

Workshop

Extraordinary Advisor Virtual Masterclass

Become an extraordinary advisor who creates more influence, impact, and income, no matter what the markets are doing. Learn the “right-brain techniques” for growing a deeply personal and successful business.

With With Ellen Rogin, CPA, CFP®

Virtual Workshop: November 6–December 18, 2020
7 sessions on Fridays (Week 4 is on Tuesday, November 24)

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Free Webinar

Hack-Proof Your Smartphone—Cybersecurity

Join the authors of Hack-Proof Your Life Now! The New Cybersecurity Rules, for this briefing on key actions you need to take to boost your smartphone security.

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

Tuesday, November 10, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

IRA Recovery Planning Workshop

Build your retirement planning skills and help your clients with advanced IRA, SECURE Act, and CARES Act knowledge. In this four-day intensive workshop you will learn how to point your clients to recovery as they deal with retirement planning, recession, and government stimulus programs.

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

Virtual Workshop: November 12–17, 2020

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Free Webinar

5 Ways Retirement Planning Changes Under The SECURE Act and CARES Act

The SECURE Act and CARES Act have brought major changes to retirement planning for 2020 and beyond. From a new RMD age to the death of the stretch IRA, learn how to help your clients in this new landscape.

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

Friday, November 13, 2020 at 1:00 p.m. ET / 10:00 a.m. PT

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Free Webinar

Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond

Join us as we examine how the financial advisory business has changed and propose a solution for 2021 that will smartly grow your business, your brand, and your new client list.

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

Wednesday, November 18, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Strategize Your 2021 Communications Masterplan

Learn how to structure your communications efforts so your message resonates with clients and keeps you on their radar. Discover resources for finding client-facing content and seasonal communications that deliver the right message to the right person at the right time.

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

Thursday, November 19, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Boomer Spike Coming! Four-Day Intensive Social Security/Medicare Workshop

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 7–10, 2020; February 22–25, 2021

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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: January 11–14, 2021

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Workshop

Savvy Tax Planning School for Financial Advisors

Now a four-day virtual workshop—watch from your home or office. 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: January 25–28, 2021

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