Featured Webinar

    Stress Test Your Retirement Income Plan

    AUGUST 16, 2023

    Retirement planning holds utmost importance, and guaranteeing a stable retirement for your clients necessitates the evaluation of their retirement income strategies to uncover any unforeseen challenges. We invite you to participate in our upcoming event where a panel of experts will delve into this essential subject. Seize this chance to expand your knowledge!

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                              Carson+AllColor                                 ENV-logo-color-01

    Stress Test Your Retirement Income Plan

    Wed, August 16th | 2:00 - 3:00pm EDT

    Retirement planning is crucial, and to ensure your clients have a secure retirement, it's essential to test their retirement income plans for any unforeseen difficulties. Join us as we gather a group of specialists to discuss this vital topic. Don't miss out on this opportunity to learn more!

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    Annuities in a Fee Based Practice

    Wed, June 7th | 2:00 - 3:00pm EDT

    Learn how to use annuities in your practice with FIDx and Jamie Hopkins of Carson Group. Gain valuable insights into how to best serve your clients with annuities. Take your practice to the next level with this unique opportunity!

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    This is a Continuing Education (CE) webinar.

    Rewirement: Rewiring The Way You Think About Retirement

    Wed, April 12th | 2:00 - 3:00pm EDT

    Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, and the team at FIDx discuss common misconceptions and assumptions that affect retirement plans. Learn how to match your clients’ retirement goals and behaviors to the right approach.

    The SECURE 2.0 Act: What Financial Advisors Need to Understand

    Wed, May 3rd | 2:00 - 3:00pm EDT

    Join FIDx and Jamie Hopkins of Carson Group to learn about the SECURE 2.0 Act - a game-changer for retirement savings. This act helps Americans save, aids those in or near retirement, and incentivizes small biz to offer plans. Advisors will gain insights into RMDs, Roth provisions, and more.

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    Featured Speakers

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    Let us bring ease in building a more holistic plan for your clients. Get in touch with our Relationship team today, we would love to hear from you.

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