Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® along with Marguerita Cheng CFP® CEO Blue Ocean Global Wealth…
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Monthly Practice Management Webinar: Making The Complex Simple With Investments
Executive Business Coach Tammy Breitenbach and Sean Brown, President and CEO of YCharts, discuss how to simplify the investment experience and communication to clients. …
Tuesday Morning Advisor Coffee – Virtual Client Meetings
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…
Tuesday Morning Advisor Coffee – Best Marketing Strategies for 2021
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…
Tuesday Morning Advisor Coffee: Growth by getting “Back to the Basics”
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…
Tuesday Morning Advisor Coffee
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…
Monthly CE Webinar: End of Year Tax Planning in 2020
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…
Monthly Practice Management Webinar: Goal Setting for 2021
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…
Tuesday Morning Advisor Coffee: Client Appreciation Strategy
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…
Monthly CE Webinar: Biden Administration Potential Impact on 2021 Retirement Planning
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he discusses retirement planning…
Tuesday Morning Advisor Coffee: Blueprinting
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…
Forecast 2021 Webinar
Wondering what the end of 2020 could mean for the beginning of 2021? Join us for our Forecast 2021 webinar where Greg Opitz, Executive Business…