December is the time of year when high-achievers finalize their goals for the upcoming year -- but looking ahead to 2021 presents some unique challenges…

Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he discusses end of…

Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…