Attend an event hosted by Carlson Financial

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.


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

Upcoming Events:

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

June 15
6:30 pm CDT | Topeka Hotel at City Center
June 16
Overland Park
6:30 pm CDT | Fire House KC
June 22
Virginia Beach
6:30 pm EDT | The Gala 417
June 14
Colorado Springs
6:30 pm MDT | The Pinery North
June 23
6:30 pm EDT | The Westin Richmond
June 6
Richmond Dinner Event
6:30 pm EDT | Ruth’s Chris Steakhouse
June 7
Richmond Dinner Event
6:30 pm EDT | Ruth’s Chris Steakhouse

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.