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

Prosper Through Market Volatility

April 2 @ 1:00 pm - 2:00 pm
In a time of volatility in the market, it can be difficult to see where opportunity lies. Many of our clients are looking for direction on where to go or…
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Webinars

What is the Carson Brokerage Solution?

April 9 @ 11:00 am - 12:00 pm
When Ron Carson announced he was dropping his FINRA registration, it made waves in the industry. Since then, several advisors have chosen to leave the fees, continuing education requirements, and…
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Webinars

10 Tax Planning Strategies for Small Business Owners

April 23 @ 1:00 pm - 2:00 pm
The Tax Cuts and Jobs Act that was signed into law in December 2017 was the most significant and sweeping tax policy change of the last 30 years.  With tax…
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Webinars

Momentum: Grow Your Business Like Never Before

April 28 @ 1:00 pm - 2:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at 1 p.m. CDT on…
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Webinars

Two Paths, One Destination: How Two Elite Advisors Uniquely Found Success

April 30 @ 1:00 pm - 2:00 pm
There’s not one right way to grow your firm – but even with that comfort, it can be challenging to decide what next steps to take. You want to explore…
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