Upcoming

Events

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!

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Webinars

Happy Hour: Marketing Your Advisory Firm During the Covid Crisis

July 15 @ 3:00 pm - 4:00 pm
Now, during this cycle of economic unrest, is the prime time to put your firm’s value on center stage. Effective marketing shines the spotlight. Let’s talk about simple strategies you…
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Webinars

IRA Planning After the SECURE Act

July 30 @ 1:00 am - 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…
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