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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Regional Events

Join Ron Carson for Lunch in Denver

June 16 @ 12:00 pm - 2:00 pm
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Happy Hour in Oklahoma City

June 16 @ 5:30 pm - 7:30 pm
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Breakfast in Wichita

June 17 @ 8:30 am - 10:30 am
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Lunch in Kansas City

June 17 @ 12:00 pm - 2:00 pm
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Happy Hour in St. Louis

June 17 @ 5:00 pm - 7:00 pm
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Breakfast in Minneapolis

June 18 @ 8:30 am - 10:30 am
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson for Lunch in Minneapolis

June 18 @ 12:30 pm - 2:00 pm
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Webinars

A Changing Capital Gains Tax and What Else to Consider During a Sale

June 24 @ 1:00 pm - 2:00 pm
The capital gains tax conversation is heating up as President Biden has proposed a steep increase to fund his American Families Plan. The tax hike, from 20% to 39.6%, would…
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Our new CX is leaving clients speechless

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