Upcoming Events

Free Webinar

Mastering the Boomer-Gen X Opportunity: Turn Social Security Expertise into a Client Acquisition Juggernaut

Consistently attract and convert high-value prospects—Baby Boomers and Gen X pre-retirees. Discover how you can transform your Social Security expertise into a powerful client acquisition system that grows your practice at the rate you desire.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
Sean M. Bailey, Horsesmouth Editor in Chief;
and Chris Holman, PCC, Executive Coach

Wednesday, October 9, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

AI Isn’t Magic: Learn to Talk to ChatGPT the Right Way

Demystify the process and learn to effectively communicate with AI. Learn the fundamentals of AI communication, the art of crafting effective directives, practical techniques for better AI interactions, and more.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, October 15, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The 2025 Social Security COLA: How It’s Figured, How It Affects Your Clients

Learn how the 2025 COLA is calculated as it provides an opportunity to talk to clients and prospects about how they can maximize their Social Security income.

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

Thursday, October 17, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: October 24 and 31, November 7 and 14, 2024

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Workshop

ClientQuest Social Security: Capture Peak 65 Boomer and Gen X Assets in 2025!

Master ClientQuest’s integrated approach combining Social Security expertise, proven financial education marketing strategies, and effective discovery meeting techniques to dramatically boost your advisory practice.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
Sean M. Bailey, Horsesmouth Editor in Chief;
and Chris Holman, PCC, Executive Coach

Virtual Workshop: October 30–December 18, 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

Virtual Workshop: January 23, 24, 30, and 31, 2025

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