Upcoming Events

Free Webinar

The Fiduciary’s Guide to Medicare Planning

Guide your clients with this set of resources specifically geared to financial advisors who do not sell Medicare plans but who see the value in helping clients transition to Medicare in a timely and cost-effective manner.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Melinda Caughill, co-founder of 65 Incorporated

Tuesday, December 5, 2023 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

Wednesday, December 6, 2023 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

Ready for the $12 Trillion Wealth Wave? Getting New Clients in 2024

Unprecedented wealth trends are putting trillions in motion and creating profitable opportunities for advisors. Position yourself for record business growth in 2024!

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, December 7, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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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 11–14, 2023

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Free Webinar

Why Every Advisor Needs a Niche and How to Get Started

Learn how to identify the right niche for your practice that will boost your value proposition, open the door to great clients, and drive your profitability in 2024 and beyond.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 12, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Get in Front of CPAs with CPE Webinars

Learn how to successfully market to this important referral source.

With Devin Kropp, Horsesmouth Associate Editor

Wednesday, December 13, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

10 Things to Hit in the First 10 Minutes of Your Presentation

Learn to follow the “Dynamic Patterned Introduction” to maximize the chance that your audience will take your desired action at the end of your presentation.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, December 14, 2023 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

Tuesday, December 19, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Dependent Benefits and the Family Maximum

If a parent dies, becomes disabled, or retires, children under 18 and adult disabled children can receive Social Security benefits off that parent’s record. Learn how to help maximize the family’s Social Security benefits by understanding the rules and what they mean for clients with children.

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

Wednesday, December 20, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

2024 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.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, December 21, 2023 at 2:00 p.m. ET / 11:00 a.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

In 8 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 2024.

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: January 9–12, 2024

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

Virtual Workshop: January 23–25, 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: January 31–February 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: February 26–29, 2024

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Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. 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: February 6–27, 2024
Meets on Tuesdays, 12:00 p.m. ET / 9:00 a.m. PT

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Workshop

Video Boot Camp Workshop

For Master Members only. Get the training you need to shoot fast, easy, and engaging video clips your clients and prospects will love. Use video content to elevate your practice and make your messages stand out in a crowded marketplace.

With Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: March 6–27, 2024
Meets on Wednesdays, 1:00 p.m. ET / 10:00 a.m. PT

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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

Scottsdale, AZ: March 21–22, 2024

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Recent Webinar Replays

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