Free Webinar

5 Reasons You Need to Overhaul Your IRA and SECURE Act 2.0 Knowledge

New proposed SECURE Act rules have super-charged the challenge advisors and their clients face when managing qualified retirement accounts. Learn what the IRS has in store for IRA owners.

With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, April 4, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Video Myths That Hurt Advisors and What to Do About It

Supercharge your client communication and marketing with video and enjoy marked growth and client satisfaction. Video is a fast, easy, and inexpensive way to connect with clients and prospects.

With Doug Pierce, Horsesmouth Associate Editor

Wednesday, April 5, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop Preview Series

IRA Planning Workshop: Preview Series

In this 4-part workshop preview series, see how you can build your retirement planning skills and help your clients with advanced IRA and SECURE Act knowledge during the April 24–27 virtual workshop, IRA Planning Workshop: Secure Act Strategies for Guiding Clients Right Now.

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

Monday, April 10, at 4:30 p.m. ET / 1:30 p.m. PT
(IRA Workshop Day 3 Preview)

Wednesday, April 19, at 11:00 a.m. ET / 8:00 a.m. PT
(IRA Workshop Day 4 Preview)

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Free Webinar

Show Clients When to Claim Their Social Security Benefits

These must-have tools for financial advisors can help you instantly recognize the maximum benefit scenario, suggest a popular “hybrid” scenario, identify valid spousal strategies, and more.

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

Tuesday, April 11, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

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

Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape.

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

Virtual Workshop: April 24–27, 2023

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Free Webinar

Boost Your Value Prop by Offering Medicare

Learn to conduct Medicare planning with your clients, and help them avoid costly mistakes. Don’t miss these valuable opportunities to guide them toward smarter decisions.

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

Thursday, May 4, 2023 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 8–11, 2023

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Workshop

Video Boot Camp Workshop

For Master Members only. Get the training you need to shoot fast, easy, and engaging video clips your clients and prospects will love. Use video content to elevate your practice and make your messages stand out in a crowded marketplace.

With Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: May 17–June 7, 2023. Meets on Wednesdays, 1:00 p.m. ET / 10:00 a.m. PT

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