Retirement doesn’t always mean a debt-free life. Many aging individuals continue to manage debt well into their senior years. It’s a critical area often overlooked in financial planning. Dive into our latest #Framework episode featuring some eye-opening discussions on the financial realities faced by our aging population. Learn how you, as a financial advisor, can better support aging clients in managing their finances, ensuring they live their golden years with financial peace of mind. Listen to the full episode now and join the conversation! 🎧👉 https://bit.ly/3SK0ZVl #Framework #FinancialPlanning #DebtManagement #ElderCare #RetirementPlanning
Carson Group
Financial Services
Omaha, NE 9,808 followers
Run your business. Grow your business. Love your business.
About us
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
- Website
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http://www.carsongroup.com
External link for Carson Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
Locations
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Primary
14600 Branch St.
Omaha, NE 68154, US
Employees at Carson Group
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Dirk Carson
Principal @ Carson Group | Creating the Improbable - Fixing the Unfixable
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Jon Reidenouer
Vice President, Business Consulting at Carson Group
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Dan Marquis
Highly-accomplished corporate finance, capital markets and strategy professional
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Scott Conroy
Managing Partner of Business Consulting, Service, and Training
Updates
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Join us live from Excell as we interview Stone Ridge’s Yan Zhao on #ReFrame live from #Excell! Stone Ridge’s co-founder and president will give us insights into her journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments! Put it on your calendar: 🕒 11:45 a.m., CT 📅 Sept. 10
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Only 5 days to go until #Excell! 🎉 We’re gearing up for an unforgettable experience filled with top-tier insights, inspiring speakers, and powerful networking opportunities. Are you ready to connect, learn, and take your financial advisory practice to the next level? See you there! 👊 #WealthManagement #Growth #Leadership
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We believe in empowering advisors to reach their full potential. Burt White envisions a future where advisors can grow without limits, supported by cutting-edge technology and a collaborative community. Get the full story here: https://bit.ly/4e1wGme
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There was a powerful image that emerged from the 2024 Paris Olympics medal ceremony for the gymnastics floor: Simone Biles and Jordan Chiles, the silver and bronze medalists respectively, bowing to gold medalist Rebeca Andrade. This picture represents the abundance mindset and women supporting women we need to eradicate the Queen Bee Syndrome—which is women discriminating against other women. 🐝 Dr. Julie Ragatz, in her #ExcellRepresent presentation, noted that there is enough: ☀️ Mentors ☀️ Clients ☀️ Opportunities “How can we, as a people committed to diversity and inclusion, create an attitude of abundance?” Dr. Julie poses. Read the blog post for more on how to do just that! https://lnkd.in/epGFwyAP
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🚀 "We all do well when we all do good." This powerful statement from our latest Framework episode with the inspiring Keena Pettijohn speaks volumes about the importance of community outreach and a servant mindset. Keena shares her journey from Wall Street to creating Lifelogixs and emphasizes the impact of purpose-driven work. Dive into this episode to explore how she’s helping those who are overlooked and underserved at Lifelogixs with a focus on holistic financial wellness and longevity planning. 🎧 https://bit.ly/49SZWc9 #Framework #CommunityOutreach #Purpose #Lifelogixs #AgingPopulation #LongevityPlanning
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Is the Fed ready to cut rates? 🤔 Check out this episode of Facts vs Feelings, as Ryan Detrick and Sonu Varghese discuss upcoming rate cuts and labor supply with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. 🎧 https://apple.co/3X4K56f 🎧 https://spoti.fi/3T6qvVQ 👀 YT https://bit.ly/4fWSzVD #FactsVsFeelings #FederalReserve #InterestRates #Economy #LaborMarket
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🗣️ Ready to dive into a realm where wealth management and longevity intersect? Join us on the upcoming Framework episode as Keena Pettijohn shares her journey and discusses how age-tech can complement FinTech! 🚀 Her insights on aging in place are a game-changer for financial advisors looking to support their clients holistically. Get ready to explore how these innovative solutions can reshape longevity planning. 🎧 #Framework #AgingInPlace #FinTech #AgeTech #LongTermPlanning #StayTuned
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Join us for our upcoming Facts vs Feelings livestream with Tom Lee, one of the most prominent market bulls, as he shares his insights on the future of the S&P 500, Fed policy, and the broader market outlook. We will delve into Tom's prediction of the S&P 500 reaching 15,000, his perspective on whether the Federal Reserve is behind the curve, and what he saw that others might have missed in the current bull market.
Celebrating Bull Markets and Episode 100 with Tom Lee
www.linkedin.com
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Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments. We’ll also dive into what’s new at Stone Ridge. Topics of Discussion: - Discuss Yan’s career journey: she thought she’d be a doctor but ended up being a successful entrepreneur - Talk about founding Stone Ridge - Talk about her impact at Stone Ridge and her Future Vision - Talk about her advice to other women in the industry - Ask her what personal achievements she’s most proud of Date: Sept. 10 Time: 11:45 a.m., CT Location/Virtual: Virtual
ReFrame | Yan Zhao
www.linkedin.com