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

Tuesday Morning Advisor Coffee
2021-09-07 09:00 - 09:45, 2021-09-21 09:00 - 09:45, 2021-10-05 09:00 - 09:45, 2021-10-19 09:00 - 09:45, 2021-11-02 09:00 - 09:45, 2021-11-16 09:00 - 09:45, 2021-12-07 09:00 - 09:45 (America/Chicago)
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: Leveraging HSAs
2021-09-09 13:00 - 14:00 (America/Chicago)
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.
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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 – CFP Board New Code of Ethics & Standards of Conduct
2021-11-23 13:00 - 15:00 (America/Chicago)
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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Monthly CE Webinar: End of Year Tax Planning
2021-12-09 13:00 - 14:00 (America/Chicago)
It’s almost the holiday season. While your clients are likely thinking turkey and holiday shopping, it’s time for you to start thinking about their tax planning.
There were a handful of tax law changes and updates for tax year 2021, including the American Rescue Plan, that could impact tax planning.
Join Jamie Hopkins, Carson’s Managing Partner of Wealth Solutions, for an upcoming webinar, where he’ll go over those changes and updates, on December 9, at 1 p.m., Central. In this webinar, you’ll explore:
– The basics of creating an end-of-year tax plan and how to put your clients’ interests first
– Impacts of tax-law changes for 2021
– Itemized versus standard deductions
– Difference between tax prep and tax planning
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Tuesday Morning Advisor Coffee: Improving the Client Experience
2022-01-04 09:00 - 09:45 (America/Chicago)
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 an idea or tip and resource related to the month’s topic, then lead an informal discussion. Come to the session with questions you’d like to ask or ideas to share. Recordings will NOT be added to CCO, but the conversation will continue in the Excell Community group on LinkedIn. Join us there if you haven’t already!

January = Improving the client experience
February = Balance, fulfillment, and harmony
March = Fine-tuning operations and processes
April = Marketing and promoting your business
May = Cultivating the next generation and mentorship
June = Building the right team
July = Business development through passion prospecting and referrals
August = Branding, value proposition, and telling your story
September = Professional development, time management, and productivity
October = Moving from Advisor to CEO
November = Blueprinting and reflecting for business success
December = Goal setting and strategic planning

Register

Forecast 2022 Webinar
2022-01-13 13:00 - 14:00 (America/Chicago)
Wondering what the end of 2021 could mean for the beginning of 2022?
Join us for our Forecast 2022 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 2021 and consider how that may affect the first six months of 2022 and suggest how you present that information to your clients.
All Carson Coaching and Content members and your teams are welcome to attend!
Register

Monthly CE Webinar: Tax and Financial Planning Outlook for 2022
2022-01-20 13:00 - 14:00 (America/Chicago)
As a new year takes over, DC still seems to be stuck in 2021. However, with Build Back Better, and the SECURE Act 2.0 still in motion, a lot could change with financial planning and tax planning in 2022. We have seen changes to crypto rules, IRS deadlines, and new RMD tables that kick in for 2022.
Additionally, outside of those two bills, Biden has proposed supporting Social Security, Medicare, and fixing some long-term care issues out there for caregivers.
The presentation will cover how to approach retirement, tax and financial planning in 2022 with expected administrative changes and other policy proposals:
– Better understand how Biden administration might rework the 401(k) tax benefits
– Better understand the proposed changes to tax credits around setting up retirement plans
– Better understand the Build Back Better Act
– Define the importance of tax reform in light of a potential retroactive tax bill
– Determine how to handle potential tax and legal changes in 2022
– Review how to incorporate the new RMD tables into your financial planning
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, and Craig Lemoine, Director of the Financial Planning Program at the University of Illinois, as they discuss Tax Planning and Financial Planning in 2022.
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: Balance, Fulfillment, and Harmony
2022-02-01 09:00 - 09:45 (America/Chicago)

Monthly CE Webinar: Tax Planning is a Year-Round Sport
2022-02-24 13:00 - 14:00 (America/Chicago)
Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of year, not just in the weeks before returns are due.
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, and Ben Birken from Holistiplan as they break down how to:
• Identify the elements of a year-round tax planning service
• Clarify often misunderstood elements of tax calculations
• Communicate the value of tax planning to clients
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: Fine-Tuning Operations and Processes
2022-03-01 09:00 - 09:45 (America/Chicago)

Monthly CE Webinar: Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education
2022-03-24 13:00 - 14:00 (America/Chicago)
College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result, our outstanding student loan debt exceeds $1.7 trillion. Part of the problem is that most advisors are never trained on financial aid. It’s time to raise the bar in college funding advice. Join us to learn how you can better guide families through the college funding maze and make more informed buying decisions.
Joe Messinger and College Aid Pro will break down:
• Projecting a family’s financial aid and out of pocket cost at individual institutions
• Creating a college funding plan and ensure students graduate with manageable debt without robbing retirement
• Understanding the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
• Income and asset strategies to maximize financial aid offers
• How to analyze, compare, and appeal financial aid award letters
• Cash flow and tax planning strategies for college
• Balancing college and retirement goals as part of a comprehensive financial 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: Marketing and Promoting Your Business
2022-04-05 09:00 - 09:45 (America/Chicago)

Spring 2022 Elite Advisor Summit
2022-04-06 - 2022-04-07
This is an exclusive event in Omaha 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.
Register

CE Webinar: Current Retirement Plan Trends for 2022
2022-04-21 13:00 - 14:00 UTC
As the SECURE Act 2.0 takes hold in DC, passing through the house and making its way into the SENATE, it is a good time to take note of current retirement planning trends. From annuities to student loans to 199A, retirement planning is trying to catch up with the new world order. However, in certain areas ERISA plans have never caught on, the smaller and solo practitioner market. This has left millions without an effective and efficient way to save for retirement.
From MEPs, PEPs, and state-run plans, new attempts are taking place to get retirement vehicles into the hands of more Americans. However, hurdles still remain. Additionally, lawsuits around retirement plans are growing, putting pressure on those that want to serve the arena.
The presentation will cover how to approach retirement planning in 2022 with expected administrative changes and other policy proposals.
Learning Objectives:
– Better understand how Biden administration might rework the 401(k) tax benefits
– Better understand the proposed changes to tax credits around setting up retirement plans
– Better understand the SECURE Act 2.0
– Define the importance of the new ERISA Fiduciary Rules
– Determine how to handle potential tax and legal changes under a new administration
– Review how to incorporate qualified retirement plans into small business owner planning
Use Promo Code CECOACHING at checkout for free registration.
Register

Tuesday Morning Advisor Coffee: Burt White
2022-05-03 09:00 - 09:45 (America/Chicago)
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 an idea or tip and resource related to the month’s topic, then lead an informal discussion. Come to the session with questions you’d like to ask or ideas to share. Recordings will NOT be added to CCO, but the conversation will continue in the Excell Community group on LinkedIn. Join us there if you haven’t already!

January = Improving the client experience
February = Balance, fulfillment, and harmony
March = Fine-tuning operations and processes
April = Marketing and promoting your business
May = Burt White
June = Building the right team
July = Business development through passion prospecting and referrals
August = Branding, value proposition, and telling your story
September = Professional development, time management, and productivity
October = Moving from Advisor to CEO
November = Blueprinting and reflecting for business success
December = Goal setting and strategic planning

Register

Monthly CE Webinar: The Great Retirement Income Gap
2022-05-12 13:00 - 14:00 UTC
There are a number of concerns clients must take into consideration when planning for retirement. This course will focus on the impact of the potential gap between a client’s retirement income plan and the excess costs for extended care.
After completing this course students will be able to:
• Understand the issues affecting retirement income
• Communicate the current cost of care and the trends impacting future costs
• Understand what long term care insurance does
• Explain the timeline of care received
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use the Promo Code CECOACHING for free registration.

Register

Tuesday Morning Advisor Coffee: Building the Right Team
2022-06-07 09:00 - 09:45 UTC

Monthly CE Webinar: Legacy Essentials - Bridging Generations
2022-06-09 13:00 - 14:00 UTC
Join Doug Ewing of Nationwide to discuss how you can help your clients realize their wealth transfer goals.
This presentation will cover:
– Why financial planners should take the lead in legacy planning
– Estate Planning and beneficiary designations
– Translating concepts into real life and connecting with the next generation
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use promo code CECOACHING to register for free.
Register

Tuesday Morning Advisor Coffee: Business Development Through Passion Prospecting and Referrals
2022-07-05 09:00 - 09:45 UTC

Half-Time 2022 Webinar
2022-07-14 13:00 - 14:00 UTC
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 Business Coach, and Scott Kubie, Senior Investment Strategist, look back at market behavior during the first half of 2022 and discuss how this behavior may affect the rest of 2022. 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!
Register

Monthly CE Webinar: How Medicare Changes Your Financial Planning Conversation
2022-08-04 13:00 UTC
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 right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs. Shannon also shares firsthand experience why Healthpilot is such a key part of this critical conversation.
• Why Medicare is an important part of your financial planning conversations
• When to bring up Medicare in your financial planning conversations
• How your clients can use Healthpilot’s online platform to find and enroll in the right Medicare plan for their needs
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use the code CECOACHING for free registration.
Register

Tuesday Morning Advisor Coffee: Moving from Advisor to CEO
2022-10-04 09:00 - 09:45 UTC
