Fall 2019 Partner Summit

Partner Summit
October 28-30, 2019
Omaha, NE


Please join us October 28-30 for our bi-annual gathering of all Partners! We’ll share enhancements, updates, best practices, and 2020 plans as well as welcome questions, ideas, and successes from all of you…our valued Partners. 

We have an expanded agenda with sessions devoted to advisors, CEOs, and Operations Professionals, so there is a high takeaway value for everyone in your office!

Our goal for Partner Summit is unwavering: to send you home with takeaway value you can implement, provide access to the most innovative thinkers inside our profession, and give you insight into what's ahead for Partners like you in 2020! 

DATES: Monday, October 28, 2019 - Wednesday, October 30, 2019


Monday, October 28

  • Nothing before 1 p.m. to allow time for travel
  • Afternoon sessions from 1 to 5 p.m.
    • 1-on-1 Consultations with Carson experts
    • Professional Headshot Appointments
    • Carson Tech Lab
  • Evening: Welcome Reception - sponsored by First Trust

Tuesday, October 29

  • Morning: Partner Summit General Session
  • Afternoon:
    • Investment Education Session for Advisors
    • Operations Team Feedback Huddles
    • Gameplan and Client Review Training for Operations Professionals
  • Evening: Networking Reception
Wednesday, October 30 
  • Morning: Practice Accelerator Tracks
    • CEO Owner Track
    • Advisor Track
    • Operations Professionals Track
  • Afternoon: Roundtable Sessions
    • Marketing
    • Technology
    • Investments
    • M&A
    • HR/Talent
    • Wealth Enhancement Group

LOCATION: CHI Health Center | 455 N 10th Street | Omaha, NE 68102


  • Hilton Omaha | 1001 Cass Street | Omaha, NE 68102
  • Room Rate: $169 USD per night
  • Click here to book your room by September 27 to guarantee the room rate.

Space is limited and we anticipate a full group, so please register today!