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

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

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

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

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

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
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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