Webinars

Facts Vs Feelings Take 5 – The Fed Cuts Big

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …

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How Do I Budget

Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today.

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Medical Professional

Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.

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“Failing to prepare is preparing to fail.” Optimize your probability for success by creating a process to organize and update your personal financial information.

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Our planning expertise will pave your personal “Yellow brick road” to financial success.

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