Get a front row seat to our live workshops
October 10, 2024 at 1:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry or ready to dive in? This workshop is for you! Join us to explore how Carry simplifies finances and streamlines taxes. Here's what we'll cover: Step-by-step guide to setting up your Carry account Unlock features like financial advisors, robo-advisors, and auto-contributions Execute tax-saving strategies (like Mega Backdoor Roth) with ease And more!
October 15, 2024 at 1:00:00 PM ET
How to Pay Less in Taxes in 2024 (For Professionals & High W-2 Earners)
Discover tax strategies to help professionals and W-2 earners save thousands in 2024. In this workshop, you’ll learn: ‣ 7 tax-saving strategies tailored for professionals and W-2 employees ‣ How adjusting your withholding, benefits, and retirement contributions can boost savings ‣ Live Q&A for personalized tax advice Can’t attend live? Sign up for the recording!
October 17, 2024 at 11:00:00 AM ET
Boosting Business Growth with AI
Learn how to use AI to help with sales and marketing tasks. They automate things like finding new customers and sending personalized messages, which saves time and money. This means business owners can grow faster, focus on important work, and boost their profits without getting bogged down in manual tasks.
October 17, 2024 at 1:00:00 PM ET
How to Pay Less in Taxes in 2024 (for Business Owners)
Unlock key tax strategies tailored to business owners that could save you thousands this tax season. In this workshop, you’ll learn: ‣ 7 tax-saving strategies for business owners and side-hustlers ‣ A tax-advantaged account that could save you up to $69,000 ‣ How your business structure might be increasing your self-employment taxes ‣ Live Q&A to answer your questions Can't attend live? Sign up to get the recording!
October 17, 2024 at 1:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry or ready to dive in? This workshop is for you! Join us to explore how Carry simplifies finances and streamlines taxes. Here's what we'll cover: Step-by-step guide to setting up your Carry account Unlock features like financial advisors, robo-advisors, and auto-contributions Execute tax-saving strategies (like Mega Backdoor Roth) with ease And more!
October 22, 2024 at 1:00:00 PM ET
Personal Finance for Startup Founders
Everything you need to know about personal finance as a startup founder. Including: Founder compensation strategies Team and early employee compensation, equity grants, and tax optimization QSBS benefits and planning Estate planning for startup founders Diversification and retirement accounts for founders Personal finance advice tailored to founders
October 24, 2024 at 1:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry or ready to dive in? This workshop is for you! Join us to explore how Carry simplifies finances and streamlines taxes. Here's what we'll cover: Step-by-step guide to setting up your Carry account Unlock features like financial advisors, robo-advisors, and auto-contributions Execute tax-saving strategies (like Mega Backdoor Roth) with ease And more!
October 30, 2024 at 10:00:00 AM ET
Women Building Wealth Summit
Gain practical insights and a step-by-step guide to mastering personal finance and taxes—so you can confidently build and grow your wealth —without complicated jargon. What to expect: Easy ways to pay less in taxes and make your money work for you for you—without needing to be a financial expert. Learn how to transform what you love into extra income, whether it’s through a side hustle, angel investing, or crypto. Running or thinking about starting your own business? Get expert advice on keeping more of what you earned. BONUS: Walk away with easy-to-use templates, guides, and tools to help you implement what you’ve learned right away. Learn from expert speakers including Simran Kaur (GirlsThatIn vest), Michela Alloca (BreakYourBudget), Avni Barman, and many more!
October 31, 2024 at 1:00:00 PM ET
QUICKSTART: Overview of Carry platform + Demo
Curious about Carry or ready to dive in? This workshop is for you! Join us to explore how Carry simplifies finances and streamlines taxes. Here's what we'll cover: Step-by-step guide to setting up your Carry account Unlock features like financial advisors, robo-advisors, and auto-contributions Execute tax-saving strategies (like Mega Backdoor Roth) with ease And more!
November 01, 2024 at 1:00:00 PM ET
Accelerate Your Retirement Goals
Join Nate Hoskin, CFP, for an expert-led workshop on the Retirement Waterfall strategy, designed to guide you toward early retirement. Learn how to structure your finances effectively, optimize your income streams, and fast-track your path to financial independence. Whether you’re just starting or fine-tuning your plan, this session offers actionable insights and clear steps for a secure and early exit.