Take the first step toward reaching your Financial Goals

Web Event

Throughout the year, we offer a variety of online events you can enjoy from the comfort of your own home. Watch our webinars for important market updates, strategies to manage market volatility and the latest in financial news.

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dinner-seminars

Dinner Event

Our Dinner Events are for you if:

  • You’re interested in seeing if Carlson Financial can help you with your retirement planning needs
  • You know someone who’s a raving fan of the work we do — and want to see for yourself what all the fuss is about!

Wine & Wisdom

Our Wine & Wisdom events are for you if:

  • You are an established client of Carlson Financial …
  • And would like to meet other people who trust us with their retirement planning …
  • Or simply want to invite a friend to join you for a fun evening out
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Upcoming Events:

No events are scheduled at this time. Please check again soon!

April 20
Kansas City Dinner Event
6:30 pm CDT | Hereford House
April 20
Richmond Dinner Event
6:30 pm EDT | Dover Hall
April 20
Colorado Springs Dinner Event
6:30 pm MDT | Glen Eyrie Castle
April 21
Kansas City Dinner Event
6:30 pm CDT | Hereford House
April 21
Richmond Dinner Event
6:30 pm EDT | Dover Hall
April 22
Kansas City Dinner Event
6:30 pm CDT | Hereford House
April 22
Richmond Dinner Event
6:30 pm EDT | Dover Hall

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at (844) 227-5766.