Webinars
Posted on April 12, 2021
Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar
Continue Reading! Charitable Gift Planning Strategies for 2020
Posted on September 25, 2020
Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar
Rewirement: Rewiring The Way You Think About Retirement
Posted on September 8, 2020
Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar
How Retirement Planning Changed in 2020
Posted on August 14, 2020
Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” The impact will be felt for years to come, including on retirement planning, a vital area of personal finance: Click Here to Watch the Webinar
Q3 Market Outlook Webinar
Posted on July 31, 2020
Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar
Quarterly Market Outlook: Q3 2020
Posted on July 21, 2020
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Planning for Retirement: Medicare, Medicaid and Long-Term Care
Posted on July 17, 2020
Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, put together an on-demand webinar to help you start thinking about these foundational pieces of retirement. Click Here to Watch the Webinar