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!


Staying on Top of SEC Marketing Rule Changes

February 2 @ 1:00 pm - 2:00 pm
Changes to the Securities and Exchange Commission’s “Marketing Rule” recently went into effect, and they impact everything from testimonials to the definition of an “advertisement.” Staying in compliance with these…
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