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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Regional Events

IRA Planning After the SECURE Act

March 3 @ 1:00 pm - 5:00 pm | Houston
Are you and your clients ready to rethink retirement planning? March 3   |   1 p.m. – 5 p.m.   |   Marriott Marquis Houston  |   4 CE Credits…
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Regional Events

IRA Planning After the SECURE Act

March 4 @ 1:00 pm - 5:00 pm | Dallas
Are you and your clients ready to rethink retirement planning? March 4   |   1 p.m. – 5 p.m.   |   Dallas – Hotel Crescent Court   |…
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

March 9 @ 11:30 am - 1:30 pm | Palo Alto
Grow Your Advisory Business Like Never Before This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors.…
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Regional Events

Resolve: Finding a Succession Solution to Stand the Test of Time

March 12 @ 11:30 am - 2:00 pm | Medinah
We’ll be in Medinah on March 12 to discuss Succession Planning with Jason Carver, Vice President of Mergers & Acquisition at Carson Group. Jason has extensive experience in mergers and…
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Webinars

The Intersection of Wealth Management and Housing Wealth

March 19 @ 1:00 pm - 2:00 pm
Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the life of every advisor. It’s important for the…
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Regional Events

IRA Planning After the SECURE Act

March 20 @ 1:00 pm - 5:00 pm | Philadelphia, PA
Are you and your clients ready to rethink retirement planning? March 20   |   1 p.m. – 5 p.m.   |   Philadelphia   |   4 CE Credits…
Learn More!
Regional Events

IRA Planning After the SECURE Act

March 26 @ 1:00 pm - 5:00 pm | Chicago
Are you and your clients ready to rethink retirement planning? March 26   |   1 p.m. – 5 p.m.   |   Chicago   |   4 CE Credits…
Learn More!
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