Register for the Schwab Financial Consultants Event

 

Carson Wealth is proud to host an event for Schwab Financial Consultants to exchange ideas on how to make 2025 your best year ever. We are excited to share information on how to win new business together by leveraging the team, our capabilities, and value-added services for your clients and prospects.

We welcome the opportunity to host you at the 5 Stone Ranch, a unique event space where best-in-class outdoor activities are combined with a warm meeting environment and chef-prepared cuisine. The Ranch is where we host many of our client meetings and events and is available for you and your clients as well. It’s special place for our team and our clients—and we hope it becomes one for you as well!

Where: 5 Stone Ranch, Stringtown, OK (located about 2.5 hours northeast from Dallas)

When: Friday, January 31 starting at noon, through Sunday, February 2 at 11 a.m.

  

The Event Agenda (Subject to Change):

Friday, Jan. 31 (all times in CT)

  • Noon to 1 p.m., CT: Lunch and welcome from Michael David, Managing Director, Partner, and Wealth Advisor
  • 1 to 1:45 p.m.: Why CWM-SW? Who We Are and Why We Win presented by Lindsey Toole, Wealth Advisor, and Jamie Carroll, Managing Partner and Wealth Advisor
  • 1:45 to 2:30 p.m.: Impact of the 2024 Election: Key Developments that Will Impact Your Clients presented by Ryan Detrick, Chief Market Strategist
  • 2:30 to 3 p.m.: Q&A and Listening Session: What Are You Hearing from Clients? An Open Conversation for Attendees
  • 3 to 6 p.m.: Outside Activities
  • 7 to 9 p.m.: Dinner

 

Saturday, Feb. 1

  • 7:30 to 8:30 a.m.: Breakfast
  • 8:30 to 9:30 a.m.: Building Business Through Referrals presented by Paul West, Managing Partner
  • 9:30 to 10:30 a.m.: Engaging the Next Generation: Family Meetings and the Importance of Legacy presented by Jamie Carroll, Managing Partner and Wealth Advisor
  • 10:30 to 10:45 a.m.: Break
  • 10:45 to Noon: Supporting Women in Transition: Meeting Women Where They Are presented by Jamie Carroll, Managing Partner and Wealth Advisor
  • Noon to 1: Lunch and Presentation on Business Exit Planning by Tom Fridrich, Senior Wealth Planner
  • 1 to 3 p.m.: Winning Through Effective Tax Planning—How AQR Can Change the Game for Clients. Case Studies and Questions presented by Paul West, Managing Partner; and Lindsey Toole, Wealth Advisor
  • 3 to 6 p.m.: Outside Activities
  • 7 to 9 p.m.: Dinner

 

Sunday, Feb. 2

  • 7:30 to 8 a.m.: Breakfast
  • 8 to 9:15 a.m.: Behavioral Finance Insights presented by Julie Ragatz, VP, Financial Planning & Advisor Growth
  • 9:15 to 10 a.m.: Serving Your Clients Well: Our Plan for 2025 presented by Jamie Carroll, Managing Partner and Wealth Advisor, and Lindsey Toole, Wealth Advisor
  • 10 to 10:30 a.m.: Supporting Our Partnership, an Open Conversation with Schwab and Carson SW Team
  • 10:30 to 11 a.m.: Closing Remarks from Michael David, Managing Director, Partner, and Wealth Advisor

 

Excursions/Interactions:

  1. Can-Am exotic game tours
  2. Clay shooting
  3. Fishing
  4. Yoga
  5. Cooking class
  6. Hiking
  7. Mahjong lessons

 

Registration deadline is Jan. 24.

 

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