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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Regional Events

Rewiring Retirement Income Planning

September 24 @ 4:00 pm - 6:00 pm
Join us in East Lansing to Learn about Rewirement We’ll be in East Lansing on Sept. 24 to discuss retirement income planning with Jamie Hopkins, Rewiring Retirement Income Planning. Jamie, Esq., LLM, MBA, CFP®, RICP®, is a nationally recognized expert on retirement income planning and co-creator of the RICP® education program. A noted author and presenter, he is a regular contributor to Forbes, AdvisorNews, Kiplingner and many other...
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Ready, Set, Grow: The 5 Keys to Organic Growth for Advisors

September 26 @ 1:00 pm - 2:00 pm
Fortnite. TikTok. Snapchat. These are just a few of the latest examples of the explosive, overnight growth that has become almost commonplace in the age of the internet. Yet growth models like these hardly even existed a few years ago. What can advisors learn from these companies, and what new platforms are out there that you could use to find growth, too? Join Jud Mackrill, Chief Marketing Officer, and Kim Mackrill, Creative Director at...
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