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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

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

New York, NY: November 15–16, 2018
Honolulu, HI: January 24–25, 2019

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Free Webinar

Strategize Your 2019 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

Tuesday, November 27, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare Changes for 2019: What Clients Need to Know

Dive deep into the new inflation adjustments to see how your clients’ Social Security benefits and Medicare premiums may change in 2019 and beyond.

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

Wednesday, November 28, 2018 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

Profitable Client Tax Planning: 3 Keys to Advisors Succeeding

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

Thursday, November 29, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Retirement Planning Under the Tax Cuts and Jobs Act: What You Need to Know

Learn how the new tax code will dramatically shake up your clients’ financial plans, savings plans, taxes, and investment portfolios.

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

Tuesday, December 4, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Break the ‘No Biz Plan’ Cycle in 2019

Advisors with a business plan pull in 47% more revenue than those without one. Learn the key parts of creating a successful business and marketing plan for 2019.

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

Wednesday, December 5, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Nailing Your Presentation Introduction by Following the “Dynamic Patterned Opening”

Learn to follow the “Dynamic Patterned Opening” 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

Monday, December 10, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

New Tax Law Briefing Webinar—Teach Your Clients What They Need to Know!

Educate your clients on the new tax law, and the far-reaching challenge it presents for nearly every person, family, and business.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 11, 2018 at 4:00 p.m. ET / 1:00 p.m. PT

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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

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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

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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

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