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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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Excell Community

Excell Roundtable | Minneapolis

August 2 @ 3:00 pm - 6:00 pm | Minneapolis, MN
Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that. That’s why the Excell community exists…
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