Upcoming Events

We’ve got a lot going on, and we want you to be a part of it! Check out our upcoming events for financial advisors and consider joining us.

Webinars

CIA EVENTS

LIVE Webcast: Why I Left LPL with Ron Carson

February 28, 2018
3:00 – 4:00 p.m. CST

Join Barron’s Hall of Fame Advisor Ron Carson for this live event, where he’ll discuss the state of the advisory profession and some of the factors that led to his decision to make a broker dealer change after 28 years with LPL. Plus, Ron will answer your questions at the end of the webinar, so you won’t want to miss this live broadcast!

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Quarterly Market Outlook – Q2 2018

April 9, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

Scott Kubie, Senior Investment Strategist on the Carson Group Partners Investment Committee, presents a new year outlook on the markets. Scott will share an assessment of:

  • Macroeconomic trends
  • Fundamental insights on the equity markets
  • Risk analysis & investor sentiment
  • The single most important thing that every advisor should be watching right now

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Growing Your Practice: How To Wrangle The M&A Opportunity

April 19, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

M&A is a hot topic right now among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm? Join Carson Group thought leaders, Executive Business Coach Greg Optiz and Vice President of Mergers & Acquisitions Jason Carver, where they’ll answer:

  • What is the market opportunity for M&A?
  • Am I ready for M&A?
  • What do I evaluate in an M&A opportunity?
  • How do I actually do the deal?

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Evaluating Partners: What Got You Here, Won’t Get You There

May 10, 2018
4:00 p.m. EST / 3:00 p.m. CDT / 1:00 p.m. PDT

In the complex environment that financial advisors are currently navigating, adaptability quotient is the key to future success. Understanding that what got your business to where it is today is not likely to get you to where you need to go tomorrow is a fundamental truth. Join Carson Group thought leaders, Founder & CEO Ron Carson and Executive Business Coach Greg Optiz, as they discuss:

  • Why AQ—adaptability quotient—is so important
  • What is needed for your firm to thrive in the future
  • How partnerships will impact (or hinder) your success
  • What to do today, to set up growth and success for tomorrow

VIEW WEBINAR RECORDING

CIA EVENTS

Webinar: Investors & Fear of Missing Out

June 7, 2018
4:00 p.m. EST / 3:00 p.m. CST / 1:00 p.m. PST

Investor behavior impacts portfolio performance almost more than any other single element. Join thought leaders Scott Kubie, Chief Investment Officer for Carson Group, and Professor Laura Beal, of the University of Nebraska at Omaha, to discuss:

  • What does behavior have to do with the market ups and downs of 2017 & 2018?
  • What behavior biases affect investors the most?
  • How is the younger generation of investors different from other investors?
  • How does FOMO affect investors?
  • How can advisors help clients avoid the FOMO affect?

VIEW WEBINAR RECORDING

In-Person Events

Boston, MA

June 26, 2018 – 9 am to 3 pm EDT
Boston Marriott Newton  |  2345 Commonwealth Avenue, Auburndale, MA 02466-1733

Join Ron Carson and members of the Carson Group team for a FREE 1-day workshop near you, where Ron and his team will teach you these 5 things that will help you double your business size.

What You And Your Team Will Learn:

  • What’s Actually Profitable To Do & What’s A Waste Of Your Time
  • Find Out What Your Business Is Really Worth
  • How To Remove The 3 Stumbling Blocks That Keep Your Business From Growing
  • How To Differentiate Your Brand From Every Other Advisor Out There
  • How To LOVE What You Do, Each And Every Day

REGISTER

Philadelphia, PA

July 13, 2018 – 11 am to 2:30 pm EDT
Philadelphia Marriott West  |  111 Crawford Avenue, West Conshohocken, PA 19428

Join Ron Carson and members of the Carson Group team for a FREE 1-day workshop near you, where Ron and his team will teach you these 5 things that will help you double your business size.

What You And Your Team Will Learn:

  • What’s Actually Profitable To Do & What’s A Waste Of Your Time
  • Find Out What Your Business Is Really Worth
  • How To Remove The 3 Stumbling Blocks That Keep Your Business From Growing
  • How To Differentiate Your Brand From Every Other Advisor Out There
  • How To LOVE What You Do, Each And Every Day

REGISTER

Save the Date!

Carson Group Women’s Retreat
November 11-12, 2018

Join us for this unique gathering of female financial professionals at the Carson Group Lodge in Tekamah, Nebraska.

REGISTER