Upcoming Events

Free Webinar

Tiny Habits: The Small Changes That Change Everything, by BJ Fogg

Learn the principles for life-changing action for you, your business, and your clients.

With Chris Holman, PCC, Executive Coach

Wednesday, January 22 at 1:00 p.m. ET / 10:00 a.m. PT

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Free Webinar

2020 Changes for Social Security and Medicare: What Clients Need to Know

Dive deep into the new inflation adjustments to see how your clients’ Social Security benefits and Medicare premiums may change in 2020 and beyond.

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

Wednesday, January 22, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

The Tiny Habits Method: Does It Work?

These are the stories of financial advisors who would like to change or improve one aspect of their life, either professionally or personally, and are experimenting with the Tiny Habits method as a means to make this change.

With Chris Holman, PCC, Executive Coach
and BJ Fogg, PhD

Tuesday, January 28, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

IRA Expertise Workshop

Deepen your new tax law knowledge, and learn advanced strategies for lifetime RMDs. Avoid rollover mistakes, and build your retirement planning skills.

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

Las Vegas, NV: January 29, 2020

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Free Webinar

Why Generational Planning Makes Sense for Advisors and Clients

Learn about the detailed process for educating and engaging prospects and clients, their families, and allied professionals, so that families have an effective way to pass along assets and their deepest values to the next generation.

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

Wednesday, January 29, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Killer Marketing Ideas for 2020

New marketing ideas that will get you noticed and remembered by clients, prospects, referrals and COIs.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, January 30, 2020 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 for 2020

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, February 6, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Nail the 2020 Boomer Social Security Spike: Group Coaching for Motivated Advisors

Capture more retirement assets by leading with a strong Social Security approach that not only maximizes clients’ income, but convinces them you are the only advisor to manage the rest of their portfolio.

With Chris Holman, PCC, Executive Coach

Tuesday, February 11, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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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

Wednesday, February 12, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Build a College Planning Niche That Attracts Wealthy Clients

Develop a late-stage college planning niche that builds your expertise and rewards you with wealthy, referring clients ready to have you manage all their assets.

With Lynn O’Shaughnessy, College Program Creator;
and Sean M. Bailey, Horsesmouth Editor in Chief

Dallas, TX: February 13–14, 2020
San Diego, CA: April 2–3, 2020

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Free Webinar

The Case for Advisors Becoming Cybersecurity Guides

People and businesses can vastly improve their cybersecurity with just a small amount of knowledge and action. Be the professional to help the public guard against the cybersecurity threat.

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

Thursday, February 20, 2020 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Boomer Spike Coming!

Get up to speed on the growing and complex ways Social Security and Medicare interact and impact retirees and pre-retirees.

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

Tampa, FL: February 27–28, 2020
Las Vegas, NV: March 19–20, 2020

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Workshop

The Financial Educator Marketing Workshop

Develop a Financial Educator marketing system that will give you consistent exposure to prospects you need to build your business and defend it from competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Atlanta, GA: March 12–13, 2020

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Workshop

Savvy Tax Planning School for Financial Advisors

Help clients pay lower taxes by developing tax planning strategies for retirement and beyond—they’ll love you for it and refer you!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA

New York, NY: July 9–10, 2020
Chicago, IL: September 10–11, 2020

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