Upcoming Events

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 15–17, 2024

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Free Webinar

The Language of Referrals

Generating more referrals and personal introductions is all about having a proven process and the confidence to use that process consistently. This session will provide you with an exact blueprint to leverage your great client relationships that will turn your incremental growth into exponential growth.

With Bill Cates, CSP, CPAE

Wednesday, July 17, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Communicate with Impact: Elevating Client Relationships

Effective communication is the key to deepening client relationships and driving your business success. Elevate your client interactions and become the advisor everyone listens to.

With Ellen Rogin, CPA, CFP®

Tuesday, July 23, 2024 at 11:30 a.m. ET / 8:30 a.m. PT

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Free Webinar

Show Clients When to Claim Their Social Security: Software Tutorial and Client Talking Points

Join us for this hands-on webinar where Elaine Floyd will walk you through the new Savvy Social Security planning software. She will discuss ways you can present its findings to clients to both help them claim Social Security at the right time and how to integrate Social Security into the rest of their retirement income plan.

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

Wednesday, August 7, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The AI-Powered Financial Advisor

Revolutionize your financial advisory practice with AI. This four-week virtual training program will empower financial advisors to effectively integrate generative AI models into their daily work and practice.

With Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: August 8, 15, 22, and 29, 2024

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Workshop

Extraordinary Advisor Virtual Masterclass

Become an extraordinary advisor who creates more influence, impact, and income, no matter what the markets are doing. Learn the “right-brain techniques” for growing a deeply personal and successful business.

With Ellen Rogin, CPA, CFP®

Virtual Workshop: September 10–October 22, 2024
7 sessions on Tuesdays

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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 18–19, 2024

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

In eight sessions, you’ll master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2025.

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: October 23–December 18, 2024

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Recent Webinar Replays

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