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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Upcoming Events

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Webinars

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.…
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Webinars

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…
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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   |  …
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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…
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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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