Women Led Strategies
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be su …
Tax Solutions (AQR)
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million …
Estate Planning
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up.
Importance of a Binder
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information.
How to Handle a Windfall
Carson Wealth’s Josh Volgarino, CFPⓇ, ChFCⓇ, WMCPⓇ, CExPⓇ Wealth Advisor and Jon Read, CFPⓇ,ChFC® Senior Wealth Advisor discuss steps needed when you come into unexpected money.
Summer Adventures, Client Events and Exciting Times Ahead
This past summer has been filled with exciting travels, memorable events, and valuable learning experiences for our team. As we reflect on the season, we’d love to share a few highlights from our summer adventures and key events that made it unforgettable.
Exit Planning
Carson Wealth’s Russ Nieland CFP®, AIF®Managing Director, Partner and Wealth Advisor and Josh Volgarino, CFPⓇ, ChFCⓇ, WMCPⓇ, CExPⓇ Wealth Advisor discuss strategies of Exit Planning.
Valuations
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, …
Disaster File
Matt Hinz, Senior Wealth Advisor, and Jon Read, Senior Wealth Advisor, discuss the importance of maintaining a disaster file when it comes to estate planning.
Concerns of the Sandwich Generation
Carson Wealth’s Russ Nieland CFP®, AIF®, Managing Director, Partner and Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ Partner & Wealth Advisor discuss concerns that fall on the Sandwich Generation.
