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

Biden Administration Potential Impact for 2021

January 21 @ 1:00 pm - 2:00 pm
Host: Jamie Hopkins, Managing Director of Carson Coaching As President-Elect Joe Biden steps into office, what will his first 100 days look like? Join us as we cover: – How…
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Webinars

Role of Alternative Investments in Planning

January 28 @ 1:00 pm - 2:00 pm
Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager at Swan Investments We are joined…
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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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