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

Quarterly Market Outlook - Q4 2021

October 7 @ 3:00 pm - 4:00 pm
After an unprecedented year in 2020, 2021 has provided plenty of challenges of its own. As we approach the end of the year, let’s take a look over the financial…
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Excell Conference

Excell 2021

October 12 - October 14
If you’re an advisor looking for that one conference that gives you inspiration, connection, and proven best practices to grow your firm beyond a doubt, Excell is the place. Join…
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