Carson Wealth Retirement Advisory Committee

The Retirement Advisory Committee at Carson Wealth is a vibrant, ever-evolving group that pairs successful retirees with those nearing retirement. 

This committee also provides valuable guidance to our team from the perspective of a retiree.  

Our participants are active members in the community who consistently pursue opportunities to help and mentor others. We are happy to facilitate the education and connections that arise from this empowering group.  


Get Involved: Retirement Advisory Committee

Are you interested in joining our Retirement Advisory Committee? We have spots available for both mentor and mentee roles.  

We provide mentors with the resources and guidance they need to provide helpful advice to mentees. 

Mentees benefit from the experience and knowledge of their mentors and feel more empowered heading into retirement. 

Attend one of our upcoming Mentor Mindset Workshops to find out more about the profound significance of mentorship and how to be an effective mentor. 


Upcoming Mentorship Mindset Webinars

Our next Mentorship Mindset webinar is on

Tuesday, June 6 at <time> with
Jamie Hopkins ESQ., MBA, CFP®, LLM,
Managing Partner, Wealth Solutions and
Kellan Brown,
Senior Vice President Strategic Partnerships for Finance of America Reverse

Kellan Brown and Finance of America Reserve are not affiliated with Cetera Advisor Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Retirement Resources

Education and support are paramount to a successful transition into retirement. We suggest the following resources to anyone readying for retirement. Don’t see what you’re looking for? Contact Us