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


Diving Deeper into the SECURE Act: Where Do You Go From Here?

January 9 @ 1:00 pm - 2:00 pm
You want your clients and their loved ones to get the most out of retirement planning. Then the SECURE Act passed, tightening the rules and essentially eliminating the stretch IRA.…
Learn More!

How to Illustrate Value to Your Clients

January 23 @ 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!
Regional Events

IRA Planning After the SECURE Act

January 28 @ 1:00 pm - 5:00 pm
Are you and your clients ready to rethink retirement planning? January 28   |   1 p.m. – 5 p.m.   |   Hyatt Regency in Orlando   |  …
Learn More!
Industry Conferences & Events

TD Ameritrade Conference

January 29 - January 31
Join us for the TD Ameritrade’s 2020 advisor conference Jan. 29-31 in Orlando, Florida. This conference is focusing on learning new things while inspiring, networking and collaborating. These four assets…
Learn More!
+ Export Events

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.


Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless