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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Industry Conferences & Events

T3 Advisor Conference

February 17 - February 20
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The SECURE Act's Impact on Lifetime Income and Retirement Savings

February 20 @ 1:00 pm - 2:00 pm
You understand the SECURE Act’s major provisions, the tax benefits, the tax hurdles. What’s next? Join Jamie Hopkins, Director of Retirement Research at Carson, and Judi A. Carsrud, Assistant Vice…
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