Upcoming Events

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

September 20–23, 2021

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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, September 28, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

10 Tips for Creating a Digital Marketing Strategy

Strategize a simple digital marketing plan that generates leads, builds your reputation, and transforms your website into a marketing hub.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, September 30, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

IRA Planning Workshop: SECURE Act/CARES Act Strategies for Guiding Clients Right Now

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 help your clients as they deal with retirement planning, recession, and government stimulus programs.

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

November 15–18, 2021

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Previous Webinar Replays

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