Upcoming Events

We’ve got a lot going on, and we want you to be a part of it! Check out our upcoming events for financial advisors and consider joining us.

September 14, 2017

Digital Client Experience Demo Webinar

11:00 a.m. CDT

An overview of what it takes for advisors today to grow their business while maintaining autonomy, owning all clients & data, steering innovation and joining a thriving community of advisors.

Register here

October 9th, 2017
Quarterly Market Outlook Webinar – Q4 2017

3:00 – 4:00 p.m. CDT

Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, presents a year-end update on the markets.

Register here

September 25th-27th, 2017
The eMoney Advisor Summit: Scottsdale, AZ

7575 East Princess Drive
Scottsdale, AZ 85255

At the eMoney Advisor Summit, the Experience is front and center. Not just the experience your clients have with your service, but the experience you’ve created for yourself within your business. And with technology-enabled wealth management solutions, you have the tools to enhance these experiences right at your fingertips. Let us show you how. This year’s conference promises hours of training, activities, and continuing education that will help you develop strategies to deliver an unmatched experience for both you and your clients.

September 27th, 2017
Financial Advisor Workshop Series: Fountain Hills, AZ

11:30a.m.-1:00p.m.

Firerock Country Club – 16000 E Firerock Country Club Dr., Fountain Hills, AZ 85268

Come spend time with Ron Carson, network with growth-minded advisors and leave with an action plan to help your firm capitalize on the monumental amount of assets in play.

Register here

October 11th-13th, 2017
Fall Peak Advisor Alliance Excell Conference: Omaha, NE

CenturyLink Center
455 N 10th St
Omaha, NE 68102

Experience what has become the flagship conference for growth-minded financial advisors across the country. What started as a small gathering in 2001, has now become an industry automatic featuring powerhouse keynotes, two tracks, and unlimited networking.

Learn more here

November 1st, 2017
Financial Advisor Workshop Series: Spokane, WA

11:30a.m.-1:00p.m.

TBD

Come spend time with Ron Carson, network with growth-minded advisors and leave with an action plan to help your firm capitalize on the monumental amount of assets in play.

Register here

November 2nd, 2017
Financial Advisor Workshop Series: Boise, ID

11:30a.m.-1:00p.m.

TBD

Come spend time with Ron Carson, network with growth-minded advisors and leave with an action plan to help your firm capitalize on the monumental amount of assets in play.

Register here

November 2nd, 2017
Financial Advisor Workshop Series: Sioux Falls, SD

4:30p.m.-6:00p.m.

TBD

Come spend time with Ron Carson, network with growth-minded advisors and leave with an action plan to help your firm capitalize on the monumental amount of assets in play.

Register here

January 8, 2018
Quarterly Market Outlook Webinar – Q1 2018

3:00 – 4:00 p.m. CST

Scott Kubie, Senior Investment Strategist on the Carson Institutional Investment Committee, presents a new year outlook on the markets.

 

Register here