Join us for a live webinar on the Carson Complete 401(k) solution with our partner, Vestwell, an advisor-centric retirement plan provider. Matt Kory, VP of Retirement Solutions at Carson, and Christian Romano from Vestwell will discuss how and why advisors should leverage this solution and opportunity to provide retirement plans to small business owners. We will explore how significant regulatory and seasonal tailwinds facilitate the growth of your business, how our solution may fit into your practice, and answer any questions.
In this presentation we will cover:
– Why wealth advisors should be thinking about 401(k)
– Vestwell and Carson Complete overview
– Seasonal and regulatory trends to be aware of
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Coaching members can use the promo code CECOACHING for free registration.