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!

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

Regional Events

IRA Planning After the SECURE Act

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

IRA Planning After the SECURE Act

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

Momentum: Grow Your Advisory Business Like Never Before

March 9 @ 11:30 am - 1:30 pm
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.…
Learn More!
Regional Events

Succession Planning

March 12 @ 11:30 am - 2:00 pm
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…
Learn More!
Regional Events

IRA Planning After the SECURE Act

March 12 @ 1:00 pm - 5:00 pm
Are you and your clients ready to rethink retirement planning? March 12   |   1 p.m. – 5 p.m.   |   Denver   |   4 CE Credits…
Learn More!
Regional Events

IRA Planning After the SECURE Act

March 20 @ 1:00 pm - 5:00 pm
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

Leveling Up Your Business Through Marketing and M&A

March 24 @ 11:00 am - 1:00 pm
Momentum: Grow Your Advisory Business Like Never Before!  As part of the Retirement & Longevity Summit, this exclusive advisor marketing workshop will teach you how to better grow your firm…
Learn More!
Regional Events

IRA Planning After the SECURE Act

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

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image