Events for Financial Advisor Success
One of the industry’s most celebrated financial advisor conference, Excell is focused on growth. If you’re looking for inspiring keynote speakers, intensive and actionable breakouts (with plenty of CE credits), community building, world class entertainment and food, Excell is for you. Carson Partners attend Excell at no cost.
ORLANDO
SEPTEMBER 9-11, 2024
Held for the first time in 2022, Excell Represent is a ground-breaking event focused on ending the underrepresentation of women in wealth management. In 3 years, women will control $30 trillion of the country’s assets – and 70% of them would prefer to work with a female advisor. Since only 23% of CFPs are female, that leaves a lot of money on the table.
Hosted along with other wealth management organizations, Excell Represent brings together women from across the industry for professional development, change ideation, community building, and plenty of fun. Carson Partners attend Excell Represent at no cost.
Partner Summit
Twice a year, once in the spring and once during Excell, we assemble all Carson Partners for special networking opportunities, updates on exciting Carson initiatives, and professional development. This time together is our Partners’ favorite way to build community, learn and spend time together. Carson Partners attend Partner Summit free of charge. This year’s Spring Partner Summit is May in Omaha followed by the Excell Partner Summit on September in Orlando.
Educational Webinars
Carson holds frequent webinars to cover timely topics (like new tax legislation, market performance, or Social Security updates) and new practice management ideas. It’s a fantastic way to access the knowledge of our subject matter experts in investment research, retirement planning, marketing, and more.
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