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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Industry Conferences & Events

Improving Retirement income Outcomes By Embracing Behavioral Finance Best Practices

December 9, 2019 @ 3:30 pm - 4:30 pm
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how…
Learn More!
Webinars

10 End-Of-Year Tax Planning Tips for Advisors

December 12, 2019 @ 1:00 pm - 2:00 pm
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how…
Learn More!
Webinars

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

December 19, 2019 @ 3:00 pm - 4:00 pm
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how…
Learn More!
Webinars

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

December 20, 2019 @ 1:00 pm - 3:00 pm
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how…
Learn More!
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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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