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

Virtual Workshop: May 12–15, 2026

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Free Webinar

Why Good Advisors Lose Business During Discovery

In this webinar, we will explore four common pressures that quietly reshape discovery meetings, often turning meaningful conversations into simple intake. You’ll come away with a clearer understanding of why many advisors lose winnable business during discovery meetings, how what happens in discovery shapes trust and client decisions, and practical ways to stay steady inside the conversation so prospects feel understood.

With Chris Holman, PCC, Executive Coach,
and Doug Pierce, Horsesmouth Associate Editor

Tuesday, May 12, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The ‘Dead’ Marketing Strategy That’s Quietly Filling Advisors’ Calendars

In-person events remain one of the most powerful ways to connect with qualified prospects and build lasting client relationships. This tactical webinar will reveal why financial education still drives high-converting client relationships—and how to prevent the errors that hold most advisors back.

With Devin Kropp, Horsesmouth Associate Editor

Wednesday, May 13, 2026 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

Thursday, May 14, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Virtual Workshop: May 19–20, 2026

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Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Sean M. Bailey, Horsesmouth Editor-in-Chief

Wednesday, May 27, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

3 Keys to Profitable Client Tax Planning

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, Carson Wealth,
and Sean M. Bailey, Horsesmouth Editor-in-Chief

Thursday, May 28, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Scams, Frauds, and Deepfakes: How Advisors Can Protect Clients—and Strengthen Trust—Right Now

Join us for a demo of our new Savvy Cybersecurity presentation, Scams, Frauds, and Deepfakes: Smart Rules Every Family Needs to Know Now. We’ll cover how scammers use emotional manipulation, the rise of AI-powered deepfakes, and the P.R.O.O.F. Framework: A five-step system your clients can use in real time to verify any suspicious request.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Devin Kropp, Horsesmouth Associate Editor,
and Erin Ryan, Horsesmouth Assistant Editor

Tuesday, June 2, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

Master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2026.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
Chris Holman, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Wednesdays, June 3, 10, 17, and 24, 2026

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Free Webinar

The AI-Powered Marketing Habit for Financial Advisors

Discover how AI tools can help you plan and execute an effective marketing strategy in just four hours per month. Learn how to save time, and drive sustainable growth.

With Sean M. Bailey, Horsesmouth Editor-in-Chief,
and Devin Kropp, Horsesmouth Associate Editor

Tuesday, June 9, 2026 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,
Chris Holman, PCC, Executive Coach,
Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursdays: July 9, 16, 23, and 30, 2026

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Recent Webinar Replays

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