Half-Time 2022 Webinar
Have you been wondering how the first half of 2022 went in the markets? Join us for our Half-Time 2022 Webinar where Greg Opitz, Executive…
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Monthly CE Webinar: How Medicare Changes Your Financial Planning Conversation
Find out how your clients' Medicare plans can change your conversations about their financial plans. Healthpilot's Shannon Granahan talks about Medicare and the impact the…
Tuesday Morning Advisor Coffee: Moving from Advisor to CEO
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Join Ron Carson and Burt White for Lunch in Chicago
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Happy Hour in Detroit
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Lunch in Boston
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Happy Hour in Philadelphia
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Lunch in Atlanta
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Happy Hour in Charlotte
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Monthly CE Webinar: Financial Planning in a Virtual World
To thrive in the 21st century, Advisors need to rethink how they are delivering financial advice. Join Carson Coaching and Asset Map to learn how…
Tuesday Morning Advisor Coffee: Blueprinting and Reflecting for Business Success
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
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…