Workshop Preview Series

Social Security and Medicare Workshop Kickoff Series

In anticipation of our upcoming Social Security/Medicare Workshop, Elaine Floyd, Horsesmouth’s Director of Retirement and Life Planning, will be joining Sean Bailey, Horsesmouth Editor in Chief for a 3-part kickoff series. They will explore how adding Social Security and Medicare planning to your client service offering can become a major value-add to clients and a deal-clincher for prospects looking for help in this area:

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

Session 2: Monday, November 28, at 4:00 p.m. ET / 1:00 p.m. PT
(Sneak Peek of the Social Security/Medicare Workshop—Deep Dive into Each Session and What You’ll Learn)

Session 3: Wednesday, November 30, at 4:00 p.m. ET / 1:00 p.m. PT
(From Expertise to New Clients: How to Build Your Business with Social Security and Medicare Planning)

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Workshop

Build a Better Business Workshop

How to earn more, serve clients better, and work smarter, not harder. Transform your business into a profit machine with the capacity, systems, and services to attract a whole new level of clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC

Virtual Workshop: November 29 and December 6 & 13, 2022

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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 Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, November 29, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Get your discovery process evaluated, finally know what really works (and why), and 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: November 30–December 1, 2022

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

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: December 5–8, 2022

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Free Webinar

Why Estate Planning? Why Now?

Understand the nuts and bolts of estate planning and how to apply effective persuasion techniques that will motivate clients to do what they know they need to do.

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

Tuesday, December 13, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs

Every person in America will eventually receive benefits from two of the largest government programs: Social Security and Medicare. Position yourself as an expert and save clients time and hassles by accurately answering their Social Security and Medicare questions.

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

Wednesday, December 14, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

2023 Killer Marketing Ideas and Trends

Put the ‘new’ in New Year with this look at new marketing ideas—both online and off—that will get you noticed and remembered by clients, prospects, referrals and COIs.

With Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, December 20, 2022 at 2:00 p.m. ET / 11:00 a.m. PT

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