Carson Coaching Online

Monthly CE Webinar: After-Tax Planning For Qualified Retirement Plans and IRAs
2021-03-11 13:00 - 14:00 (America/Chicago)
With the potential for rising tax rates in the near future, changes to retirement planning in the CARES Act and SECURE Act, and other potential changes coming down the pipeline many business owners and individuals are looking to maximize their tax advantaged savings opportunities. One overlooked strategy is often after-tax contributions to retirement accounts and IRAs. No, not Roth accounts, but true after-tax contributions. However, planning around this area can be complex with distributions, tracking, conversions, aggregation, and plan limits.
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, as he dives into the complex world of after-tax contribution planning in 401(k)s and IRAs.

Better understand the different types of tax advantaged retirement accounts
Better understand the basics of after tax contribution limits in qualified plans
Review tax savings opportunities with retirement plans leveraging after-tax contributions
Define the distribution rules for after-tax contributions
Determine how to handle after-tax planning for IRAs
Review how to incorporate backdoor and mega-back door Roth conversion strategies into an after-tax plan

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Tuesday Morning Advisor Coffee: Powerful Passion Prospecting
2021-03-09 09:00 - 09:45
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 member of the Carson Coaching coach team and is focused on a specific topic. We often highlight coaching members who are finding success with a best practice or strategy. The first 10-15 minutes will either be coach tips or a member interview, followed by 30 minutes of discussion and idea sharing.
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Tuesday Morning Advisor Coffee: Having a Successful Study Group
2021-03-02 09:00 - 09:45

Monthly Practice Management Webinar: Creating An Efficient Tax Planning Offering For Your Clients
2021-02-25 13:00 - 14:00
Join Jamie Hopkins, Managing Director, Carson Coaching and Kevin Lozer, Co-Founder of Holistiplan to talk through how you can provide efficient tax planning – often in less than 5 minutes. We’ll talk through:
– What Holistiplan offers and how it can help you create efficiency
– The hundreds of tax planning strategies Holistiplan helps automate
– Why Carson Partners are excited about the addition of Holistiplan to our tech suite
– How you can implement these tax efficiencies for your clients
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Tuesday Morning Advisor Coffee: Concepts for Successful Mergers & Acquisitions
2021-02-23 09:00 - 09:45

Tuesday Morning Advisor Coffee: Charging for Financial Planning and Transition Consulting for Business Owners
2021-02-16 09:00 - 09:45

Monthly CE Webinar: Tax Planning Opportunities for Small Business Owners Before April 15th
2021-02-11 13:00 - 14:00
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching, for this month’s live CE webinar where he discusses Tax Planning Opportunities for Small Business Owners Before April 15th.
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Tuesday Morning Advisor Coffee: Firm Leadership – Laser Focus on Right Activity
2021-02-09 09:00 - 09:45

Tuesday Morning Advisor Coffee: Hiring that Elusive “Great Employee” and Tips on Motivating Staff
2021-02-02 09:00 - 09:45

Monthly Practice Management Webinar: Role of Alternative Investments in Planning
2021-01-28 13:00 - 14:00
Hosts: Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager at Swan Investments
We are joined by two investment professionals at Swan Investments to discuss:
• Asset allocation and what Swan delivers with alternative investments
• Current challenges that advisors have in portfolio construction
• Where Swan sees hedge equity fitting in to address these challenges
• How Swan fits into a portfolio with various hedge equity offerings
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Tuesday Morning Advisor Coffee: Hiring Interns and Running a Meaningful Internship Program
2021-01-26 09:00 - 09:45

Tuesday Morning Advisor Coffee: Running a Two-Generation Business and Transitioning to the Next Generation of Leadership
2021-01-19 09:00 - 09:45

Forecast 2021 Webinar
2021-01-14 13:00 - 14:00
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 Coach, and Scott Kubie, Senior Investment Strategist, look back at market behavior (from tantrums to fits of joy) during the last half of 2020 and consider how that may affect the first six months of 2021 and suggest how you present that information to your clients.
All Carson Coaching and Content members and your teams are welcome to attend!
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Tuesday Morning Advisor Coffee: Blueprinting
2021-01-12 09:00 - 09:45

Monthly CE Webinar: Biden Administration Potential Impact on 2021 Retirement Planning
2021-01-07 13:00 - 14:00
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 for 2021.
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Tuesday Morning Advisor Coffee: Client Appreciation Strategy
2021-01-05 09:00 - 09:45

Monthly Practice Management Webinar: Goal Setting for 2021
2020-12-18 13:00
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 for goal-setting. Join Business Coach J.J. Peller and VP of Coaching Sarah Cain for a webinar where they’ll discuss:

The process of setting powerful goals
Setting up a framework for achieving goals
Adjustments you may need to make in light of the uncertainty in the world
How to set goals if you’re experiencing burnout

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Monthly CE Webinar: End of Year Tax Planning in 2020
2020-12-17 13:00
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 year tax planning.
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Tuesday Morning Advisor Coffee
2020-12-15 09:00 - 09:45

Tuesday Morning Advisor Coffee: Growth by getting "Back to the Basics"
2020-12-08 09:00 - 09:45

Tuesday Morning Advisor Coffee - Best Marketing Strategies for 2021
2020-12-01 09:00 - 09:45

Tuesday Morning Advisor Coffee - Virtual Client Meetings
2020-11-24 09:00 - 09:45

Monthly Practice Management Webinar: Making The Complex Simple With Investments
2020-11-20 13:00
Executive Business Coach Tammy Breitenbach and Sean Brown, President and CEO of YCharts, discuss how to simplify the investment experience and communication to clients.

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Monthly CE Webinar - CFP Board New Code of Ethics & Standards of Conduct
2020-11-19 13:00 - 15:00
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 and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program as they discuss CFP® Ethics.
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019.
At the end of the course, participants will be equipped to:

Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals;
Act in accordance with CFP Board’s fiduciary duty;
Apply the Practice Standards when providing Financial Planning;
Recognize situations when specific information must be provided to a Client;
Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

*To receive CFP® Ethics CE for this event you must be logged in the entire time under your full name on the computer and not just called in. You also need to engage in the questions prompts to receive CE. At the end of the webinar, you must fill out the full CE form in order to receive CE.
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Tuesday Morning Advisor Coffee: Deepen Client Relationships - Adding Life Planning to Financial Planning
2020-11-17 09:00 - 09:45

Tuesday Morning Advisor Coffee: Organizational Leadership - Staying Focused on Your Role
2020-11-10 09:00 - 09:45

Tuesday Morning Advisor Coffee: Digital Presence and Prospecting
2020-11-03 09:00 - 09:45

Monthly Practice Management Webinar: Building a Practice for the Next 10 Years
2020-10-23 13:00 - 14:00
Join Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, Director of Retirement Research and Managing Director of Carson Coaching as he and Preston Cherry, Ph.D., CFP®, Founder & President of Concurrent Financial Planning, LLC, Dana Holt, JD, RICP, AEP®, CAP®, and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program discuss building a practice for the next ten years.
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Monthly CE Webinar: Afterlife In The Cloud: A Process For Digital Asset Planning
2020-10-22 13:00
We live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you pass away? Honestly, it really depends on your level of planning. Most states now require you to do affirmative planning in order to pass on these assets to your heirs or to allow others to access the information. Failure to do such planning could leave your assets tied up forever in the cloud, unavailable to business partners or loved ones, causing tremendous hardship and financial damages. So learn the rules around digital asset ownership, transfer, and how to set up a digital asset estate under the new law RUFADAA.
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Fall Elite Advisor Summit 2020
2020-10-13 - 2020-10-14
This is an exclusive event for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.

During this virtual gathering of top-tier advisors and firms, you’ll get new ideas and inspiration and hear from some of the top minds in the industry.
Schedule:
October 13

Welcome

Jamie Hopkins

Leadership

Vice Admiral John J. Donnelly

Retirement Income Planning

Christine Benz, Morningstar

Roundtable #1
Break
Future of ESG Investing with High Net Worth Clients

Ethic Investing

Wrap up

Sarah Cain

October 14

Welcome

Jamie Hopkins

What Advisors Need to Prepare for with Future of Cryptocurrencies

Tyrone Ross, Onramp Invest

Increasing Fees and Providing More Value

Dana Anspach, Sensible Money, LLC

Roundtable #2
Break
Trends in M&A and What the Means for Future of RIAs

Ron Carson

Wrap Up

Jamie Hopkins and Sarah Cain

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