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!

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

Regional Events

Join Ron Carson and Burt White for Lunch in Chicago

October 10 @ 11:30 am - 1:30 pm | Oak Brook
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson and Burt White for Happy Hour in Detroit

October 10 @ 4:30 pm - 6:30 pm | Birmingham, MI
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson and Burt White for Lunch in Boston

October 11 @ 11:30 am - 1:30 pm | Boston, MA
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson and Burt White for Happy Hour in Philadelphia

October 11 @ 4:30 pm - 6:30 pm | Philadelphia, PA
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson and Burt White for Lunch in Atlanta

October 12 @ 11:30 am - 1:30 pm | Alpharetta, GA
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
Regional Events

Join Ron Carson and Burt White for Happy Hour in Charlotte

October 12 @ 4:30 pm - 6:30 pm | Charlotte, NC
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors surround themselves with like-minded…
Learn More!
+ Export Events