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

10 End-Of-Year Tax Planning Tips for Advisors

December 12, 2019 @ 1:00 pm - 2:00 pm
End-of-year tax planning is one of the easiest ways for advisors to provide an ongoing reminder of the value they provide. But all too often, advisors shrink back from this…
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Webinars

The SECURE Act Passed. What Does That Mean for Financial Planning?

December 19, 2019 @ 3:00 pm - 4:00 pm
The government recently made major changes that impact how retirement plans are taxed. With the passing of the SECURE Act, advisors need to understand these new rules and how they…
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Webinars

Leading with Planning: Understanding CFP Board’s Revised Code and Standards

December 20, 2019 @ 1:00 pm - 3:00 pm
As a CFP® professional, you need to know how changes to the CFP Board’s revised Code and Standards affect you. Let us help. On Friday, Dec. 20, we’re co-hosting our…
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