Carlson Club Trips

Experience Trips with Carlson Club!

Each year, a select group of Carlson Club members will earn a spot to join us on exclusive travel experiences to unforgettable destinations. From world-class cuisine and rich culture to breathtaking scenery and unique adventures, these trips are designed to reward the clients who make the greatest impact on our growing community. We aim to have one domestic and one international trip each year.

These experiences are more than just travel, they are a celebration of relationships, trust, and the introductions that help more families achieve financial confidence.

Make an impact. Create memories. Experience what’s next.

Domestic Trips

Experience Napa Valley

JOIN US IN NAPA VALLEY

In April 2027, a select group of Carlson Club members will be invited to experience the beauty and sophistication of Napa Valley — a destination known for its rolling vineyards, world-class wines, and unforgettable culinary experiences. From private tastings at renowned wineries to breathtaking scenery and relaxed luxury, this exclusive getaway is designed to reward the clients who continue to make a meaningful impact on our growing community. Make an impact. Savor the moment. Experience Napa Valley.

Travel Dates: April 2027

International Trips

Experience Italy

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In 2026, a select group of Carlson Club members will embark on our first international experience — an unforgettable journey through Italy. From historic cities and world-class cuisine to breathtaking landscapes and rich culture, this exclusive trip is designed to reward the clients who make the greatest impact on our growing community.

This experience is more than a vacation — it’s a celebration of relationships, trust, and the introductions that help more families achieve financial confidence.

Travel Dates: Oct. 20-27, 2026

We’re looking for people who are ready to make an impact—just like you.

Do you know anyone who is:

  • Retired or close to retirement
  • Losing money in their current investments
  • Concerned about outliving their money
  • Dissatisfied with their current broker or advisor or may be seeking a second opinion
  • Recently divorced or widowed
  • Looking for an advisor to help them reach financial freedom
  • Looking for a retirement-focused advisor
  • Seeking a second opinion on their retirement/investment strategies
  • Confused about Medicare options
  • Needing to make decisions regarding Social Security
  • Concerned about long-term care costs

If so, invite them to fill out the form at the bottom of this page or call (844) 227-5766 to learn more about Carlson Financial and request a meeting.