Videos Archive | SRQ Wealth

Videos

Getting the Most Out of Your College Savings Plan

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

Videos

Maximizing a Retirement Plan as a Small Business Owner

Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes. Click Here to Watch the Webinar

Videos

What You Need to Know for the Upcoming Tax Season

Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season. Click Here to Watch the Webinar

Videos

How the Biden Administration Could Impact Retirement and Tax Planning

Jamie Hopkins, Director of Retirement Research at Carson, offers insight as our country navigates changes after the inauguration. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook: Q1 2021

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.

Videos

Quarterly Market Outlook, First Quarter 2021

Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

Videos

Year-End Tax Planning in 2020

Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan. Click Here to Watch the Webinar

Videos

How the Election Results Could Impact Your Financial Plan

Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar

Videos

Election and Investments

Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses how the election may impact the direction of reform. Click Here to Watch the Webinar

Videos

Q4 Market Outlook Webinar

Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar. Click Here to Watch the Webinar