Horsesmouth Master Membership

Get comprehensive access to the full range of Horsesmouth memberships. Consolidate existing memberships into a single Master Membership, and get all the technical training, client education, communication and marketing support, in one place for you and your team.

The most efficient and simple way to get it all
Extra logins for two team members
Get new materials for all programs every year
Apply existing credits for lowest first-year rate

25% discount off Horsesmouth workshops
25% discount off Horsesmouth products
A 25% discount off Horsesmouth’s software partners:
College Aid Pro™, Holistiplan, and i65

Learn More

Upcoming Events

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

Virtual Workshop: October 19–20, 2026

Free Webinar

Four Trump Account Mistakes to Catch Before December 31

Join us for a live conversation on the four Trump Account mistakes to catch in your year-end client reviews, including: the unclaimed account, the pro-rata tax trap, the gift tax safe harbor’s edges, and the Roth conversion at 18.

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

Monday, October 19, 2026 at 2:00 p.m. ET / 11:00 a.m. PT

Free Webinar

Help Clients Decide When To Claim Their Social Security Benefits

The question of when to claim Social Security benefits goes beyond simple math and delves into the solvency of the system itself. In this webinar we will present the latest financial projections and discuss the current thinking on when people should claim their Social Security benefits.

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

Tuesday, October 20, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Workshop

Year-End Tax Planning for Advisors

This workshop will help you identify the tax issues worth discussing, understand how current legislation affects planning decisions, and use technology to uncover opportunities more efficiently. Includes client presentation and companion handout.

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

Virtual Workshop: Mondays: October 26 or November 9, 2:00 p.m.–5:00 p.m. ET

Free Webinar

5 ‘Secret’ ChatGPT Settings Most Advisors Never Use

Most advisors are just scratching the surface with ChatGPT or Copilot, missing out on the deeper features that can actually transform their daily work. Master these powerful tools and modes that turn AI models from a novelty into a powerful collaboration program.

With Doug Pierce, Horsesmouth Associate Editor

Tuesday, October 27, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Free Webinar

Success Strategies: Your 2027 Growth Plan

The advisors who start the year fast already know what Q1 looks like. Join us for a working conversation on building organic growth into your 2027 plan—who to target, how to reach them, why live education still outperforms, and how to tell whether it’s working.

With Carrie Roso, FMT Solutions Chief Marketing Officer,
and Andrew Hinkle, FMT Solutions Director of Account Services

Wednesday, October 28, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Workshop

Advanced Social Security Topics: Addressing Clients’ Concerns About the Earnings Test, Solvency, and the Mechanics of Filing an Application

In this 3-hour advanced workshop, you’ll deepen your knowledge of Social Security while building expertise you can use to attract and serve retirement prospects. Includes client presentation and companion handout.

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

Virtual Workshop: Thursday: November 5, 2:00 p.m.–5:00 p.m. ET

Free Webinar

The 2027 Social Security COLA: How It’s Figured, How It Affects Your Clients

Learn how the 2027 COLA is calculated, as it provides an opportunity to talk to clients and prospects about how they can maximize their Social Security income and get the rest of their financial affairs in order.

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

Tuesday, November 10, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Workshop

Social Security Planning for Couples

In this 90-minute workshop, you’ll learn how to evaluate Social Security claiming strategies for married couples and use that expertise to create stronger conversations with clients and prospects. Includes client presentation and companion reprint.

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

Virtual Workshop: Thursday: November 12, 2:00 p.m.–3:30 p.m. ET

Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Devin Kropp, Horsesmouth Associate Editor

Tuesday, November 17, 2026 at 4:00 p.m. ET / 1:00 p.m. PT

Workshop

Transforming Client Engagement with AI

This 3-hour workshop will help you use AI to prepare more thoughtful meetings, explain complex topics clearly, and turn meeting notes into useful follow-up communications more efficiently. Includes client toolkits.

With Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursday: November 19, 2:00 p.m.–5:00 p.m. ET

Workshop

Advisor Marketing with AI

This 3-hour workshop will help you use AI to clarify your message, create content for your ideal audience, and get more mileage from the work you already produce. You’ll learn how to move beyond generic AI copy and build a repeatable process for marketing that sounds like you and gives prospects a clearer reason to connect. Includes client toolkits.

With Devin Kropp, Horsesmouth Associate Editor,
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: Thursday: November 19, 2:00 p.m.–5:00 p.m. ET

Events and Webinar Replays