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May 2017

Women & Money: Matters of Trust

May 24, 2017 @ 5:30 pm - 6:30 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States
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Please Join Us for this Educational Workshop! We will discuss the important role women play in financial decisions as well as other important topics such as the shift in wealth to women, common myths and how to make your money work for you. Know someone who can benefit from this information? Please bring a guest who is interested in learning more about Women & Money and meet your Carson Wealth team. Hors d’oeuvres and cocktails will be served. Seating is limited!…

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October 2018

Educational Workshop | Medicare Open Enrollment

October 2, 2018 @ 5:00 pm - 6:00 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States
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This workshop will provide a brief overview of Medicare and discuss the steps needed to review your insurance. This session is for those currently enrolled in Medicare as it is important to review your situation to determine if you are getting the best coverage at the lowest cost. Carson Wealth is partnering with Volunteers Assisting Seniors to provide these workshops.  VAS is a non-profit, SHIIP certified organization in the Omaha metro area that provides unbiased education and counseling for Medicare…

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Educational Workshop | New to Medicare

October 3, 2018 @ 5:00 pm - 6:00 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States
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This workshop will provide a brief overview of Medicare and discuss the steps needed to review your insurance. This session is for those that are currently enrolled in Medicare as it is important to review your insurance every year to determine if you are getting the best coverage at the lowest cost.

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November 2018

Save The Date | Thanksgiving Pie Pick-Up

November 20, 2018 @ 9:00 am - 5:30 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States

Our Annual Thanksgiving Pie Pick-Up will take place at our office on Tuesday, November 20th from 9am-5:30pm. More details to come!

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January 2019

Forecast 2019

January 16 @ 5:00 pm - 6:30 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States

Join us as we discuss how the markets fared in 2018 and our expectations for 2019. Please register prior to Monday, January 7th to events@carsonwealth.com, or call (402)829.1799.

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April 2019

Rewirement: Retirement Planning for Business Owners

April 3 @ 5:00 pm - 7:00 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States
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Presented by Jaime Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® We're please to invite you to join us for a special event designed especially for business owners! Come explore the common mistakes business owners make when planning for retirement, and how you can create a better plan for you, your family and business.   Please reserve your seat no later than March 27th, at events@carsonwealth.com or go to https://download.carsonwealth.com/rewirement/.

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July 2019

Annual Half-Time Report

July 11 @ 5:30 pm - 7:00 pm
Noah’s Event Venue, 17121 Marcy St NE 68118 United States + Google Map

Join us as we analyze the market events that took place during the first half of the year. Scott Kubie, Senior Investment Strategist at Carson, will discuss what's happened in the markets so far, and how this could impact the rest of the year.

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August 2019

Social Security Workshop

August 20 @ 5:00 pm - 7:00 pm
Carson Wealth Office, 13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154 United States
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Understanding Social Security is no small task. The best approach is a customized strategy that fits your goals, but also your dreams. Carson Wealth wants to work with you to realize this vision and come up with a road map to get there. Please join Jamie Hopkins, Carson's Director of Retirement Research, for an evening of practical, real-world discussion on Social Security. He'll cover basics of Social Security as well as spousal benefits, the advantages of delaying collection, taxes on…

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September 2019

Medicare Workshop | Open Enrollment

September 17 @ 5:00 pm - 7:00 pm

Medicare is complex and it is important to understand the basics before you enroll to avoid missed insurance opportunities. This workshop is for those under or over age 65 currently on work insurance and will help you become familiar with Medicare’s structure, vocabulary and costs. Contact events@carsonwealth.com or call 402.829.1799 before Tuesday, September 10th to reserve your seat – please be sure to specify which date you plan to attend!

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Medicare Workshop | New to Medicare

September 18 @ 5:00 pm - 7:00 pm

Medicare is complex and it is important to understand the basics before you enroll to avoid missed insurance opportunities. This workshop is for those under or over age 65 currently on work insurance and will help you become familiar with Medicare’s structure, vocabulary and costs. Contact events@carsonwealth.com or call 402.829.1799 before Tuesday, September 10th to reserve your seat – please be sure to specify which date you plan to attend!

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