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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4 Steps to Choosing the Right Succession Plan

November 21 @ 1:00 pm - 2:00 pm
Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing your business? Well, you’re not alone. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding more than half of advisors back. Join us Thursday, Nov. 21, at 1 p.m. CDT for our webinar: “4 Steps to Choosing the Right Succession Plan.” Jason Carver,...
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