Partner Event Request

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This field is for validation purposes and should be left unchanged.

Firm/Partner Name*

Email*

Phone*

Which Carson Speaker would you like?*

Speaker's Name*

What topic would you like to be presented?*

Rewirement: Rewiring The Way You Think About Retirement
Rewirement: Retirement Planning for Business Owners
10 Tax Efficient Retirement Income Planning Strategies

What topic would you like to be presented?*

Quarterly Market Outlook

Topic you want the speaker to present:*

Type of Event*

Virtual
In-Person

Venue preference (if you do not have one in mind):*

Office
Hotel
Restaurant

Location of event*

Street Address Address Line 2 City State ZIP Code

Please provide us three date options (minimum 8 weeks out).

Date #1*

Date #2*

Date #3*

Date #1*

Date #2*

Date #3*

Preferred Event Time

Do you know your preferred event time?

Yes
No

Start Time and End Time*

If unsure of exact time, please select your preference:*

Morning
Mid-day
Afternoon
Evening

Audience Demographic*

Select All
Consumer Prospects
Existing Clients
Advisors

Anticipated number of attendees (Minimum 25 attendees required)*

Please enter a number greater than or equal to 25.

Provide a summary and any additional information about the event and your goals (the more information we have; the more successful your event will be!)*

Disclosure*

Submitting this form does not guarantee that Carson or the specific resources will be available. The request will be reviewed by the marketing and event teams within a week to determine next steps.

You are responsible for all costs associated with the event, including venue, food, drinks, print materials, handout, marketing giveaways, etc., regardless of whether the requested speaker is able to attend.**

We will not charge you for the time or travel of the selected Carson speaker, provided there are 25 attendees or more at the an in-person event. If there are less than 25 attendees at an in-person event, you will be required to pay a Carson event fee of $3,000, due 30 days after the event concludes.

**While every attempt to accommodate your request will be made, if the requested speaker is unable to attend the event due to weather, travel delays, or other circumstances beyond our control, even after your request has been reviewed and approved, we will not be responsible for any damages or owe you any reimbursement for the costs of the event. Your request may also be initially declined due to timing and resource conflicts, insufficient notice, or other circumstances in our sole discretion.

Please note: Due to time and travel considerations, a Partner is only allowed to schedule each speaker one (1) time annually for in-person events.

If you have any questions, please email: marketingsupport@carsongroup.com

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Partner Event Request

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