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Events | Carry

Get a front row seat to our live workshops

All Events
For Carry Customers

June 21, 2024 at 7:00:00 PM EST

Alternative Investments 101

Thinking about alternative investments but not sure where to start? Join Evan Cohen for a live Q&A where he'll break down the basics of investing outside the stock market, including: - Tax implications of investing in startups or real estate - When and how you can access your funds - Who can invest: Becoming an "accredited investor" Perfect for anyone curious about diversifying their portfolio beyond stocks and bonds.

Evan Cohen
When

June 21, 2024 at 7:00:00 PM EST

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June 26, 2024 at 6:00:00 PM EST

Navigating Health Insurance When Self-Employed

Feeling lost in self-employed health insurance? Take Control & Save with this free, live workshop! - Learn plan options, pick the right one, save money! - Live Q&A & Replay included! - & more

Nick Rasch
Jess Catorc
When

June 26, 2024 at 6:00:00 PM EST

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July 10, 2024 at 6:00:00 PM EST

How to Pay Less in Taxes in 2024 (For Business Owners)

Free Tax Workshop for Business Owners! **Slash your 2024 tax bill! ** - Learn key strategies for max deductions & deferrals. - Save thousands this tax season. - Live Q&A & Replay included.

Brennan Schlagbaum, CPA
Jess Catorc
When

July 10, 2024 at 6:00:00 PM EST

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July 18, 2024 at 6:00:00 PM EST

QUICKSTART: Overview of Carry platform + Demo

Curious about Carry? Join this free, live Demo! Discover how Carry can simplify your financial journey and streamline tax processes: - Learn account setup & features - Maximize advisor, robo-advisor, auto-contribute - Master tax-saving strategies (Mega Backdoor Roth!) - Live Q&A & Replay included!

Alejandro Roman
Jess Catorc
When

July 18, 2024 at 6:00:00 PM EST

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August 17, 2024 at 1:00:00 PM EST

THE OOO SUMMIT - FOR OWNERS, OPERATORS, & OUTLIERS

Join us in NYC on August 17th for a day filled with actionable insights, and game-changing connections to take your business to new heights.

Sam Parr
Alex Lieberman
When

August 17, 2024 at 1:00:00 PM EST

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