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!

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

  • There were no results found.
Webinars

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,...
Learn More!

Wish Your Clients Bragged About Your Tech?

close-link

Tired of
Never Really Clocking Out?

close-link