The AI-Powered Financial Advisor Program
Virtual Workshop: October 16, 23, 30, and November 6

Master the power of generative AI and transform your business in just four weeks! The AI-Powered Financial Advisor is our industry's only four-week virtual training program that empowers financial advisors to effectively integrate generative AI models into their daily work and practice.

Through a series of focused sessions and practical modules, you will:

• Develop a deep understanding of generative AI principles and how leading models like ChatGPT and Claude will boost your business IQ
• Master the art and science of effective prompting for seamless collaboration with AI
• Discover AI-driven content creation strategies for meaningful marketing and client engagement
• Learn leadership strategies for successful AI adoption and team empowerment

Sessions will be recorded and replays will be available for 90 days.

Learn More and Sign Up

Savvy Tax Planning School for Financial Advisors
Virtual Workshop: October 21 & 28 and November 4 & 11

Congress just redrew the tax map, again! Get the inside track on tax changes your competitors didn’t see coming and be the first to master the One Big Beautiful Bill Act.

Join us for a four-day intensive immersion in tax planning where you’ll discover the skills, concepts, and strategies needed to assist clients and position yourself as the go-to tax-smart advisor in your markets. Led by industry expert Debra Taylor, CPA/PFS, JD, CDFA, a creator of Horsesmouth’s Savvy Tax Planning program. This workshop will teach you to:

• Build loyalty, referrals, and profits when you add a tax focus to your planning business.
• Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
• Educate clients on how current and future tax laws may impact their retirement!
• Position yourself as the go-to tax-smart advisor in your market.
• Implement year-round tax planning services to enhance client satisfaction and retention.

Sessions will be recorded and replays will be available for 90 days

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Social Security/Medicare Workshop—Boomer Spike Coming!
Virtual Workshop: December 8–11

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

• What does longevity mean for your clients? Working longer? Helping dependents? Planning for widows?…
• Get up to speed on the growing and complex ways the two biggest retirement programs interact and impact retirees and pre-retirees…
• SS and Medicare will continue to be critical topics this year, and beyond…

Sessions will be recorded and replays will be available for 90 days

Learn More and Sign Up

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)