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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Excell Community

Excell Focus | Retirement Planning

May 24 @ 1:00 pm - 5:00 pm | New York
Stay Prepared by Boosting Your Planning Prowess As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement planning.…
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Webinars

Navigating the M&A Landscape

May 26 @ 1:00 pm - 2:00 pm
Choosing to merge with or acquire another firm isn’t an easy decision, and actually going through with the process can be even more difficult. Doing so can bring massive change…
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