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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

Free Webinar

29 Presentations to Consider Delivering in 2019

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

Monday, December 17, 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

Tuesday, December 18, 2018 at 2:00 p.m. ET / 11:00 a.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

Wednesday, December 19, 2018 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

How to Market to CPAs

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, January 10, 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
Dallas, TX: February 21–22, 2019

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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

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

Click each link to watch replay