Upcoming Events

Free Webinar

Seven Common Social Security Mistakes—and How To Avoid Them

In this webinar we will discuss seven common Social Security mistakes: How they can happen, the damage they can do, and how you can help your clients avoid them in the first place.

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

Tuesday, April 28, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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

Wednesday, April 29, 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

Thursday, April 30, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Five Common Medicare Mistakes—and How To Avoid Them

This webinar will cover five common Medicare mistakes that can result in coverage gaps, penalties, and even poor health care services—all of which stem from a lack of information. Educating people on these crucial aspects of Medicare can lead to further conversations about how you can help them transition to retirement.

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

Wednesday, May 6, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

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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

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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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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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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