Upcoming Events

Free Webinar

Five MORE Medicare Mistakes—and How To Help Prospects and Clients Avoid Them

We will be back with five MORE Medicare mistakes that people are making. Medicare, it turns out, has as much to do with personal finances as it does with healthcare. During this webinar we will alert you to common Medicare mistakes and present case studies illustrating the damage they can do to your clients’ and prospects’ financial well-being.

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

Tuesday, July 8, 2025 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

Wednesday, July 9, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Develop Your Medicare Strategy

The retirement health care challenge: help your clients plan for the great unknown, while boosting your “Medicare go-to expert” status.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: July 14–16, 2025

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Free Webinar

Discovery Meeting Mistakes You’re (Probably) Making—and How Fixing Them Will Boost Your Bottom Line

Learn which aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results.

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

Tuesday, July 22, 2025 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Carson Wealth

Virtual Workshop: July 31, August 7, 14, and 21, 2025

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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: September 8–9, 2025

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Workshop

AI Marketing For Advisors

Save time, win clients, and drive profits with this 5-week AI marketing program tailored for advisors. Transform your marketing from a time-consuming burden to a powerful growth engine!

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

Virtual Workshop: October 23, 30, November 6, 13, and 20, 2025

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