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Quarterly Market Outlook, First Quarter 2021

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Quarterly Market Outlook, First Quarter 2021

Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar.

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Year-End Tax Planning in 2020

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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. 

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How the Election Results Could Impact Your Financial Plan

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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.

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Election and Investments

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Election and Investments

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

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Q4 Market Outlook Webinar

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Q4 Market Outlook Webinar

Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar.

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Quarterly Market Outlook: Q4 2020

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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.

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Estate Planning in 2020

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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.

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Charitable Gift Planning Strategies for 2020

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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

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Rewirement: Rewiring The Way You Think About Retirement

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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

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Taxes Through the Four Stages of Retirement

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Taxes Through the Four Stages of Retirement

There are important differences with taxes that start in retirement, and not knowing them can negatively impact your ability to retire well. With the Tax Cuts and Jobs Act, SECURE Act, and CARES Act we feel it’s more important than ever to understand your biggest retirement risks and how they may impact you and your tax situation during retirement.

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