Speak with Debbie
Debbie Taylor is available for speaking engagements, media interviews, public relations and more.
Debbie is experienced in speaking to industry peers about industry best practices, as well as to investor groups on a multitude of topics including:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Cash Flow & Budgeting
- Taxes
- Market Analysis
- Investment Process
- Practice Management
Debbie is a CPA & non-practicing attorney, and has been a Wealth Manager for over 20 years.
Debbie also frequently speaks to women’s groups about retirement planning and investment management.
She has authored a book on industry best practices, and has won many industry honors, including being recognized as a top financial advisor with LPL Financial for 9 years in a row, a distinction bestowed on only the top 6% of LPL Financial’s more than 14,000 advisors (this recognition is based on production). Debbie has also been quoted in national publications, such as Barron’s and the Wall Street Journal, was featured on Consuelo Mack’s national TV show, WealthTrack, is frequently interviewed by Investment News, and is a regular contributor to Horsesmouth, an online publication for financial planners.
Upcoming Events
Past Events
June 21-24, 2021
Horsesmouth Tax Management Workshop
January 25-28, 2021
Horsesmouth The “New Normal” Practice Management Workshop
January 26, 2021
Keynote Address for Thrivent Financial: Tax Matters: Implementing Key Strategies for a Winning Year
July 7-10, 2020
Horsesmouth Savvy Tax Planning School For Financial Advisors: Four-Day Savvy Tax School Was Virtual.
April 8, 2020
Virtual Thrivent Keynote Speech on “Leveraging the Tax Cut and Jobs Act (TCJA) and the SECURE Act.”
September 26-27, 2019
New York, New York – Savvy Tax Planning School for Financial Advisors—A 2-Day Intensive Workshop co-led by Debbie. This Horsesmouth Workshop addressed ways to help clients save on taxes while building loyalty, referrals, and profits when you add a tax focus to your planning business.
November 1-2, 2018
Dallas, Texas – Sole Presenter at Horsesmouth “My Journey” Workshop – 2 day workshop for financial advisors on best practices connected with practice management, technology, marketing, and planning services
September 6, 2018
Horsesmouth Tax Law Briefing webinar for financial advisors. The new tax law presents a challenge for all of us because the new rules are far-reaching, subject to interpretations and revisions, and impact nearly every person, family, and business starting now.But clients want education. And they need to have a tax strategy review based on the new law. This is the ideal topic to present to the public and bring people into your office for meetings.
July 19-22, 2021
Horsesmouth The “New Normal” Practice Management Workshop
January 25-28, 2021
Horsesmouth Tax Management Workshop
January 16-17, 2020
Atlanta, Georgia – Savvy Tax Planning School for Financial Advisors—A 2-Day Intensive Workshop co-led by Debbie.
November 28, 2018
San Diego, California –Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.” Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice. Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities. 8:00 am -4:00 pm.
October 3, 2018
Horsesmouth Tax Law Briefing webinar for financial advisors. The new tax law presents a challenge for all of us because the new rules are far-reaching, subject to interpretations and revisions, and impact nearly every person, family, and business starting now. But clients want education. And they need to have a tax strategy review based on the new law. This is the ideal topic to present to the public and bring people into your office for meetings.
August 2, 2018
San Francisco, California – Keynote Speaker at Tax Law Briefing Presentation – a workshop for financial advisors at Lincoln Financial Group
January 11-14, 2021
Horsesmouth Practice Management Workshop
June 17, 2020
3 Keys to Profitable Client Tax Planning: Debbie co-presented a virtual workshop in partnership with Horsesmouth.
January 30-31, 2020
Las Vegas, Nevada – Savvy Tax Planning School for Financial Advisors—A 2-Day Intensive Workshop will be co-led by Debbie.
March 12, 2019
Scottsdale, Arizona– Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.” Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice. Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.
October 31, 2018
Dallas, Texas – Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.” Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice. Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.
Konica Minolta Investment Management Presentation
August 12, 2020
Debbie presented virtually in front of over 100 TD Ameritrade clients! She discussed The Economy, Markets, Government Stimulus and Your Wealth: How it All Fits Together.
May 8, 2020
Debbie presented a virtual TD Huddle for over 25 TD advisors! Her presentation was on the CARES Act, the Markets, the SECURE Act and making sense of it all.
November 4, 2019
Minneapolis, Minnesota – Thrivent Financial Keynote Speech: “How to Thrive During the Consumer Revolution”. Photo by Joe Szurszewski
November 14, 2018
New York, New York – Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.” Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice. Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities. 8:00 am -4:00 pm.
September 26, 2018
Chicago, Illinois –Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.” Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice. Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities. 8:00 am -4:00 pm.