Upcoming Events

Workshop

The Great Advisor Time Management Dividend Project

Learn how to make your business more profitable and efficient, giving you more time to really enjoy life!

With Teresa Riccobuono, Practice-Management and Recruiting Specialist

Virtual Workshop: April 20–June 15, 2021
Sessions take place every other Tuesday

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Free Webinar

Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond

Join us as we examine how the financial advisory business has changed and propose a solution for 2021 that will smartly grow your business, your brand, and your new client list.

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

Wednesday, April 21, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

10 Tips for Creating a Digital Marketing Strategy

Strategize a simple digital marketing plan that generates leads, builds your reputation, and transforms your website into a marketing hub.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, April 22, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Recovery Planning IRA Workshop

Build your retirement planning skills and help your clients with advanced IRA, SECURE Act, and CARES Act knowledge. In this four-day intensive workshop you will learn how to point your clients to recovery as they deal with retirement planning, recession, and government stimulus programs.

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

Virtual Workshop: April 26–29, 2021

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Coaching Program

The Financial Educator Webinar Coaching Program

Learn to master being a virtual financial educator. Present webinar presentations with confidence and add millions in new assets every year!

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: May 4–August 24, 2021

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Free Webinar

Why All Advisors Need Social Security Planning and Marketing Skills

Learn the mistakes many boomers—and their advisors—are making with Social Security, and how you can gain the knowledge you need to help them.

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

Wednesday, May 5, 2021 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Boomer Spike Coming! Four-Day Intensive Social Security/Medicare Workshop

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 10–13, 2021

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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, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: June 21–24, 2021

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Previous Webinar Replays

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