2026 COI Summit

You’re invited: Experience the Carson difference

Join us for an exclusive, two-day experience at Carson Headquarters in Omaha, Nebraska. This private event is designed to give you a firsthand look at the people, platform, and process behind one of the fastest growing firms in the industry. 

You'll hear directly from our CEO, Burt White, and many others from the Executive Leadership Team. You'll get to explore the tools and strategies that power advisor growth and discover how Carson is uniquely positioned to help advisors serve clients at the highest levels.

DATE:
November 9-10
LOCATION:
Carson HQ

Registration Ends

November 2, 2026

What to expect

Executive insights

  • Hear directly from Carson's Executive Leadership Team as they share the vision, values, and strategy driving our mission.

Platform deep dive

  • Explore the tools and technology powering Carson's platform and how they're designed to help advisors grow and scale.

Tailored investments strategies and research

  • Learn how Carson's in-house investment team delivers customized strategies, robust research, and portfolio solutions to support a wide range of client needs.

Marketing that moves the needle

  • Discover Carson’s proven marketing strategies, resources, and campaigns that help advisors attract, convert, and retain ideal clients.

By the end of the event, you’ll walk away with the clarity, confidence, and connections to understand what’s possible with Carson and how we’re uniquely positioned to help you and your advisors thrive.