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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Webinars

How Advisors Can Delegate Fearlessly and Effectively

May 5 @ 1:00 pm - 2:00 pm
Grow your firm, free up your time, and empower your team by delegating tasks in the most effective manner possible. The average advisor is overworked, overwhelmed and pretty much over…
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

May 6 @ 11:30 am - 1:30 pm | Indianapolis
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

Momentum: Grow Your Advisory Business Like Never Before

May 7 @ 11:30 am - 1:30 pm | Birmingham
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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Webinars

How to Introduce Compliance Best Practices in Your Firm

May 14 @ 1:00 pm - 2:00 pm
As a responsible and principled financial advisor, you know that compliance is critical to the operation of your business. The risk of overlooking this key consumer protection – and potentially…
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Webinars

6 Steps to Building Relationships That Really Pay Off with Your Clients’ Centers of Influence

May 20 @ 1:00 pm - 2:00 pm
Earn More Referrals, Grow Your Business and Become a Community Resource Host: • Scott Ford, Managing Director, Partner & Wealth Advisor – Carson Wealth in Hagerstown, MD, and Kingsport, TN…
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Webinars

IRA Planning After the SECURE Act

May 27 @ 1:00 pm - 2:00 pm
Are you ready to rethink retirement income planning? Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update The SECURE Act is…
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Webinars

The Fundamentals of Cybersecurity for Financial Advisors: How to Safeguard Client Data, Your Firm in the Digital World

May 28 @ 1:00 pm - 2:00 pm
Almost everything is online or in a cloud now – banking services, social media, medical records, business files, advertisements, marketing, games, music, text messages and more. It’s easier than ever…
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