Upcoming Events

Free Webinar

The Most Overlooked Profitable Niche You Should Immediately Pursue

Learn the details of a hugely valuable niche that will boost your value proposition, open the door to great clients, and drive your profitability in 2021 and beyond.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, July 27, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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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

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, August 4, 2021 at 2:00 p.m. ET / 11:00 a.m. PT

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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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Workshop

Four-Day Intensive Social Security/Medicare Workshop. The Great Boomer Wave Is Just Hitting Now!

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: September 20–23, 2021

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