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

  • There were no results found.

Quarterly Market Outlook - Q3

July 9 @ 3:00 pm - 4:00 pm
Join us on Thursday, July 9, 2020 at 3 p.m. CDT for our Quarterly Market Outlook webinar, where we deliver some foresight on the markets and key indicators for the…
Learn More!

Happy Hour: Marketing Your Advisory Firm During the Covid Crisis

July 15 @ 3:00 pm - 4:00 pm
Now, during this cycle of economic unrest, is the prime time to put your firm’s value on center stage. Effective marketing shines the spotlight. Let’s talk about simple strategies you…
Learn More!

Realizing Your Vision With Inorganic Growth

July 23 @ 1:00 am - 2:00 pm
Just as you tell your clients to plan for the future, savvy advisors, too, plan for the future of their business. How will you grow your firm? Inorganic growth is…
Learn More!