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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Upcoming Events

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Webinars

Happy Hour: A Look into Carson's Investment Process

March 18 @ 3:00 pm - 4:00 pm
Hosts: Carson’s Chief Investment Officer Saumen Chattopadhyay and Investment Strategists Scott Kubie and Sonu Varghese We’re opening up the hour for a full Q&A session as our investment team explains…
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Webinars

Incorporating Behavioral Finance Into Financial Planning

March 26 @ 1:00 pm - 2:00 pm
Reducing your work as an advisor to clearing healthy returns and winning at tax efficiency is a rookie mistake. If you come to a client interaction and planning session with…
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Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

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Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

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