Carson Coaching Online

Tuesday Morning Advisor Coffee
2021-12-07 09:00 - 09:45, 2021-11-16 09:00 - 09:45, 2021-11-02 09:00 - 09:45, 2021-10-19 09:00 - 09:45, 2021-10-05 09:00 - 09:45, 2021-09-21 09:00 - 09:45, 2021-09-07 09:00 - 09:45, 2021-08-17 09:00 - 09:45 (America/Chicago) and 3 more dates
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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Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
2021-11-23 13:00 - 15:00
Join Managing Partner of Wealth Solutions, 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.
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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Excell 2021
2021-10-12 - 2021-10-14 | The Cosmopolitan of Las Vegas®, 3708 Las Vegas Blvd S, Las Vegas, NV, 89109, United States
We’re gathering with the brightest growth-minded financial professionals to enjoy empowering keynote speakers, impactful breakout sessions and unlimited networking. Go beyond your broker-dealer’s conference. Join an elite group of innovative planners, investment managers, one-person teams and leaders of billion-dollar firms.

Monthly CE Webinar: Leveraging HSAs
2021-09-09 13:00 - 14:00
If your clients have an HSA, they might be using it incorrectly.
They may not understand the basics of an HSA or how their HSA could potentially be a big part of their retirement income plan.
In this on-demand webinar, you’ll get a deeper dive into HSAs with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson. You’ll learn the following:
Understanding the basics of HSAs
How does an HSA fit into a retirement income plan
Why most people are using HSAs incorrectly
The triple tax advantage HSA
Fill out this form to get access to this on-demand webinar.
Register

Practice Management Webinar: Success with Retirement Plans and FeeX
2021-08-26 13:00 - 14:00
Join Carson Coaching and FeeX as they discuss success with retirement plans.
Registration link to come.

Monthly CE Webinar: Retirement Income Planning Updates
2021-08-12 13:00 - 14:00
Retirement planning has shifted tremendously in the past five years due to various reasons.
Most notable shifts in the landscape have been because of legislation like the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act, among others.
Also, we can’t discount the impact the COVID-19 pandemic has had on both income planning and the impending long-term care crisis. This includes consumer reluctance to include nursing homes as part of their planning because they were harder hit during the pandemic.
Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, will cover the following in this upcoming webinar:

How legislation has caused retirement income planning to shift
Consumer spending and outlook shifts
SECURE Act and SECURE Act 2.0
How the pandemic changed income planning
The brewing long-term care crisis

Register

Practice Management Webinar: The Power of a Team in Place to Provide Support, Resources, and Community
2021-07-29 13:00 - 14:00
Join Sarah Cain, Vice President Coaching and Consulting, as she discusses the power and benefits of having a team in place to provide support, resources, and community.
Registration link to come.

Monthly CE Webinar: Succession Planning With Structuring Buy-Sell Agreements for Business Owners
2021-07-22 13:00 - 14:00
Succession planning blunders are way too common. And you might be making them.
The biggest blunder may be not knowing how to structure a buy-sell agreement as part of your succession plan.
In this upcoming webinar, you’ll learn about ways to structure buy-sell agreements and build your succession plan in order to transfer your business and continue your legacy the way you want.
Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, covers the following in this webinar on Thursday, July 22, 1 p.m. CT:

Why succession planning is key
Why the almost plan is no plan at all
How capital gains rule changes might shift the game
Different types of buy-sell agreements
Funding strategies for buy-sell
Valuation strategies for succession planning

Register today for tips on how to get the succession planning ball rolling and structure your buy-sell agreement.
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Half-Time 2021 Webinar
2021-07-15 15:00 - 16:00
Have you been wondering how the first half of 2021 went in the markets?
Join us for our Half-Time 2021 Webinar where Greg Opitz, Executive Business Coach, and Scott Kubie, Senior Investment Strategist, look back at market behavior during the first half of 2021 and discuss how this behavior may affect the rest of 2021. They will also offer suggestions on how you can present this information to your clients.
All Carson Coaching & Content Members and your teams are welcome to attend!
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Tuesday Morning Advisor Coffee: JaQ Campbell
2021-06-15 09:00 - 09:45

Monthly CE Webinar: Estate Planning Challenges in 2021
2021-06-10 14:00 - 15:00
Lost among the chaos of 2020 was a massive shift in estate planning.
The SECURE Act, passed in December 2019, grabbed headlines because it changed trust and beneficiary planning for many retirement accounts.
Then COVID-19 uprooted many family, business and other plans.
We also saw the growth and prominence of cryptocurrencies, which present digital estate planning challenges, and the adoption of RUFADAA.
Now tax and administrative changes proposed by the Biden Administration could further uproot estate planning.
Join Jamie Hopkins, Director of Retirement Research at Carson and Managing Director of Carson Coaching, on Thursday, June 10, at 1 p.m. CT for a discussion on how you can help clients adapt to these changes.
During this estate planning presentation, you’ll learn more about:
– How the legal changes in the SECURE Act and CARES Act relate to estate planning
– What it means to have a digital estate plan in place
– Why many trusts need to be updated in light of technology, legal and other advances
– The importance of terms of service agreements (TOSAs) as they relate to estate planning
– How to handle the Biden Administration estate planning changes
– How to incorporate life insurance trusts and charitable trusts in a rising estate tax environment
This is a continuing education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Register

Spring 2021 Elite Advisor Summit
2021-06-09 - 2021-06-10
This is an exclusive event for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.

At this 8-hour collaborative summit over two days, you’ll be able to discover what’s working for other advisors on your level and bring practical, exclusive takeaways back to your firm.
Attend ideation sessions with other elite advisors, participate in interactive breakout sessions with some of the top advisors in the industry, and even learn the best practices other advisors like you are using to grow their firms.

Here’s the lineup of amazing speakers for the event:

Shlomo Benartzi, Economist
Marguerita Cheng, CEO, Blue Ocean Global Wealth
Darrell Green, Pro Football HOF and 2x Super Bowl Champion
Chris Page, Vice President, Mergers & Acquisitions – Deal Sourcing
Jamie Carroll, Managing Partner, Carson Wealth, Amarillo, TX
Ron Carson, Founder and CEO of Carson Group
Jamie Hopkins, Director of Retirement Research at Carson Group

Register

Success Masterclass
2021-06-03 13:00 - 14:00
Join us for an upcoming Success Masterclass, hosted by Sarah M Cain, VP of Coaching, and featuring three of our outstanding Executive Business Coaches. We’ll cover topics like mindset, goal setting, and productivity, and how each of them can help you find greater levels of success. This is a public masterclass in honor of International Coaching Week, so please share with any other advisors you know who could benefit from the information!
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Tuesday Morning Advisor Coffee: The Impact of Hiring a Director of Operations After Only 6 Months
2021-06-01 09:00 - 09:45

Monthly Practice Management Webinar: Strategies to Combat a Rising Tax Environment
2021-05-27 13:00 - 14:00
Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step, but you and your clients don’t have to accept defeat. You can employ strategies to help clients alleviate or maximize their tax picture.
In an upcoming webinar, Jamie Hopkins, Director of Retirement Research at Carson Group, and Waldean Wall, Vice President of Advanced Markets at Allianz, will lead a discussion about leveraging insurance in a rising tax environment.
The webinar kicks off at 1 p.m. CT on Thursday, May 27.
Strategies covered include:
– Roth IRA conversions
– Charitable giving
– Using the HSA for accumulation
– Stretch alternatives
– Using an annuity to help hedge tax risk
– NUA
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Tuesday Morning Advisor Coffee: How One Firm Grew to $500M and What They're Doing to Reach the $1B Mark
2021-05-18 09:00 - 09:45

Monthly CE Webinar: How Annuities Can Help Alleviate Longevity Risk
2021-05-13 13:00 - 14:00
Longevity can throw even the best laid retirement plan out of line. Creating a certain amount of cash flow is hard enough from your investable assets, but throw in an uncertain time period in retirement due to longevity risk and this really increases the stress. Annuities have had a perception program from some consumers, but secure lifetime income is something most Americans seek out.
Join Jamie Hopkins, Managing Director of Carson Coaching, as he covers the details and basics of creating a retirement income plan using annuities in a manner that can help reduce taxes, create a more sustainable retirement income portfolio and address longevity risk. Understand how annuities fit into a longevity plan and how to manage annuities under the best interest standard for clients.

Better understand how Americans perceive annuities
Better understand what a sustainable retirement income plan looks like
Review the role annuities as a longevity risk mitigation tool
Discover how longevity can disrupt a retirement income plan
Determine how to handle annuity sales in the beset interest of a client
Review how QLACs, SPIAs and DIAs can help reduce longevity risk to an income plan

This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Register

Tuesday Morning Advisor Coffee: What Ron’s favorite Oklahoman has Implemented in his Decade as a Coaching Member
2021-05-04 09:00 - 09:45

Monthly Practice Management Webinar: Incorporating College Education Planning into Your Practice
2021-04-29 13:00 - 14:00
Join Ryan Yamada, Planner, and Jessica Harrington, Executive Business Coach, with Beth Walker & College Aid Pro as they discuss incorporating college education into your practice.
Registration link to come.

Tuesday Morning Advisor Coffee: Coach Panel - Things that are Working for Advisors Now
2021-04-27 09:00 - 09:45
