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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
