Webinars

Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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Fleury 14, Episode #63

When it comes to the determination and tenacity that a strong mindset provides, Theo Fleury is a man who knows both. He’s a former NHL All-star, Olympic Gold Medalist, and Stanley Cup winner. His 15-year career spanned 1000 games and 1000 points scored. Today he’s helping as many people as …

Design Your Budget

Budgeting is an important part of most financial plans and can provide your family with an understanding of where their financial resources are going regularly.  Unfortunately, when people think of composing a budget, they think it is going to be restrictive, they need to cut things out tha …

New Tax Legislation for 2022

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers the new tax legislation for 2022.

The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

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