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!

Excell Conference

Excell 2022: R/evolution

September 13, 2022 - September 15, 2022 | Las Vegas, NV
Change Starts at Excell 2022 Financial services is rapidly changing, and you can either be a catalyst for growth or get left behind. Let’s evolve together in 2022. Let’s be…
Learn More!