Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation


IRA Planning After the SECURE Act

May 27 @ 1:00 pm - 2:00 pm
Are you ready to rethink retirement income planning? Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update The SECURE Act is…
Learn More!

The Fundamentals of Cybersecurity for Financial Advisors: How to Safeguard Client Data, Your Firm in the Digital World

May 28 @ 1:00 pm - 2:00 pm
Almost everything is online or in a cloud now – banking services, social media, medical records, business files, advertisements, marketing, games, music, text messages and more. It’s easier than ever…
Learn More!
+ Export Events