Getting the Most Out of Your College Savings Plan
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
Wise Counsel Weekly: College Financial Funding
Posted on April 8, 2021
On this webinar, Bob Huntley, Senior Wealth Advisor & Founder, and Amanda Anthony, Assistant Director of Financial Aid at Southwestern University in Georgetown, discuss important topics regarding College Financial Aid.
Maximizing a Retirement Plan as a Small Business Owner
Posted on March 12, 2021
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
What You Need to Know for the Upcoming Tax Season
Posted on February 12, 2021
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
