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

Videos

Quarterly Market Outlook: Q4 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.

Videos

Estate Planning in 2020

Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning. Click Here to Watch the Webinar

Videos

Charitable Gift Planning Strategies for 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

Videos

Rewirement: Rewiring The Way You Think About Retirement

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

Videos

Is Life Really So Bad Right Now? A Perspective Check

By Karin Grablin, CPA, CFP® Managing Partner/Wealth Advisor at SRQ Wealth With one “bad news” headline after another these days, it can be hard to keep a positive attitude, even for those us who have managed to stay healthy during this pandemic and keep our jobs. It’s time for a perspective check.

Videos

How Retirement Planning Changed in 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