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!

Excell Community

Excell Roundtable | Indianapolis

April 4 @ 3:00 pm - 5:00 pm
Let’s talk business growth … with advisors who’ve been there. Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been…
Learn More!
Excell Community

Excell Roundtable | Denver

April 4 @ 3:00 pm - 5:00 pm
Let’s talk business growth … with advisors who’ve been there. Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been…
Learn More!