Workshop Preview Series

Countdown to the Build a Better Business Workshop (Winter 2023)

Want to make more money and better serve your clients by working smarter, not harder, but not sure how? Join ultra-successful advisor Debra Taylor and Horsesmouth Editor in Chief Sean Bailey for a special series leading up to the Build a Better Business virtual workshop, where Debra will talk about the key areas that advisors need to focus on to achieve large (and sustainable!) growth:

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Monday, February 6, at 2:00 p.m. ET / 11:00 a.m. PT
(Build an Amazing Marketing and Communications Strategy & The Client Experience)

Tuesday, February 14, at 4:30 p.m. ET / 1:30 p.m. PT
(Protect Your Fees, Attract Prospects, and Keep Clients by Adding Services and Providing What Investors Value)

Wednesday, February 22, at 4:30 p.m. ET / 1:30 p.m. PT
(Build Better Digital DNA)

Thursday, March 2, at 4:30 p.m. ET / 1:30 p.m. PT
(Make Financial Planning the Cornerstone of Your Practice and How to Do It)

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Free Webinar

2023 Changes for Social Security and Medicare: What Clients Need to Know

How are these two major government programs changing in 2023? How will your clients be affected? Dive deep into the new inflation adjustments to see how your clients’ Social Security benefits and Medicare premiums may change in 2023 and beyond.

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

Wednesday, February 8, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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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: February 13–16, or May 8–11, 2023

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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: February 28, March 7, March 17, and March 21, 2023

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Free Webinar

5 Reasons You Need to Overhaul Your IRA and SECURE Act 2.0 Knowledge

New proposed SECURE Act rules have super-charged the challenge advisors and their clients face when managing qualified retirement accounts. Learn what the IRS has in store for IRA owners.

With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, February 28, 2023 at 2:00 p.m. ET / 11:00 a.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

Virtual Workshop: March 20–23, 2023

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Workshop

IRA Expertise Workshop: SECURE Act Strategies for Guiding Clients Right Now

Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape.

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

St. Louis, MO: April 24–25, 2023

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