Events

Please Join us on Thursday, October 31, 2024 from Noon to 2 p.m. for a book reading and signing featuring Seventh-Generation Texan, Natalie M Dossett, author of  "Sarita." Carter Financial Management 12222 Merit Drive Suite 1800 Dallas, Texas 75251 RSVP@carterwealth.com...

October 17, 20244:00 p.m. to 8:30 p.m. Communities Foundation of Texas5500 Caruth Haven Ln.Dallas, TX 75225 Virtual Conference Zoom link will be sent after registration. Join the Carter Team and a distinguished group of economic and financial professionals for in-depth...

Tuesday, August 13, 2024Noon to 1 p.m. REGISTER NOW What do you need to know about Social Security? Join the Carter Financial Education Series to explore the details of Social Security and: Learn why Social Security planning should be the...

Join Us for a Great Evening at the Dallas Museum of Art Tuesday, May 14, 2024 | 6 to 9 p.m.Families and Guests Are Welcome Heavy Hors D’oeuvres and Beverages Served Dallas Museum of Art1717 North Harwood | Dallas 75201...

Privacy, Confidentiality, Safety, Security Join us for our 2024 SHRED DAY Saturday, April 20, 20248:30 to 11:30 a.m. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, compact discs, videotapes, cell phones, and...

Tuesday, March 19, 2024 Noon to 1 p.m. REGISTER NOW What is a "hard market" in the Homeowners and Auto Insurance industry? A hard market is the upswing in the insurance market cycle, when premiums increase, coverage items are restricted,...

Tuesday, February 27, 2024 Noon to 1 p.m. REGISTER NOW Do you wish you knew the 2024 election outcome now? We understand. Learn about the relationship between your wealth and the 2024 election -- no matter who wins. In this...

Preparing for Retirement — 8000 Days — An Entire Phase of Your Life Waiting to be Invented Tuesday, November 14, 2023 Noon to 1 p.m. REGISTER NOW With today’s rising lifespans, we could be facing roughly 20 or more years...

READING THE SIGNS How Will the Trends Impact Your Future? Thursday, October 12, 2023 from 4:00 PM until 8:30 PM Live in Dallas at:Communities Foundation of Texas5500 Caruth Haven Lane,Dallas, TX 75225 and streaming online Valet parking will be provided....

Tuesday, September 12, 2023 5:30 to 6:30 p.m. REGISTER NOW With the complex and evolving nature of Medicare in mind, this presentation will provide a foundational overview of this health insurance program for individuals 65 and older and people with...

Wednesday May 24, 2023 6:30 to 9:30 p.m. Heavy Hors D’oeuvres and Beverages Served Families and Guests Are Welcome! Perot Museum of Nature and Science 2201 N. Field Street | Dallas, TX 75201 valet parking provided

Join us for our 2023SHRED DAY on:Saturday April 29, 20238:30 a.m. to 11:30 a.m. Doughnuts and refreshments will be available. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, compact discs, video tapes,...

Please Join Us Carter Financial Management 2023 Economic Outlook Dinner Sunday | March 12, 2023 | 6pm Houston Racquet Club 10709 Memorial Drive | Houston, TX 77024 Dining Room Located on the Second Floor Complimentary Valet Parking Please R.S.V.P. by...

Tuesday, October 18, 202212:00 to 1:00 p.m. The presentation will help answer many common questions, including:  ·     When should you contact the auction house? ·     What paperwork do you need to keep on your art and antiques? ·     How do you get an...

Tuesday, September 27, 2022 5:30 to 6:30 p.m. With the complex and evolving nature of Medicare in mind, this presentation will provide a foundational overview of this health insurance program for individuals 65 and older and people with certain disabilities....

Filtering the Noise, Finding Opportunity We've Been Here Before.Let us Help. Join the Carter Team and a distinguished group of economic and financial experts for in-depth updates on the domestic economy, global political and economic forces, the energy sector, and...

Let’s Get Together Again! Join us for great conversation, brewery tours, hors d’oeuvres, beer, and wine at this casual and unique venue!

Join us for our 2022SHRED DAY on:Saturday April 23, 20228:30 a.m. to 11:30 a.m. Doughnuts and refreshments will be available. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, and removed hard drives...

Please join us for a timely presentation by Cozy Wittman with: Education and Partnerships College Inside Track on: Thursday, February 17, 2022 12 noon to 1 p.m. College is now the second largest purchase most families make in their lifetime,...

Please join us for a timely presentation:The Family Love Letter®A Gift for the Ones You Love,A Secure Financial Future with:Cheri BrooksSenior Vice President andHead of the Neuberger Berman Advisor Institute on:Tuesday, December 14, 202112 noon to 1 p.m. Making plans...

Please Join Us for a Special Presentation:VOYA Cares®Planning for Those with Special Needs with:Randal Barton and Tim Butler, CIMAVoya Investment Management on:Tuesday, November 9, 202112 noon to 1 p.m. Special needs encompasses congenital disorders, debilitating diseases, catastrophic events and aging...

At Carter Financial, we believe strongly in the importance of educating our clients on the economy, financial issues, and the investing environment. We’ve always said we have the smartest clients around! The annual Carter Investment Conference gives you access to...

A special presentation:Mindfulness and Meditation with:Melissa Berg-BakerOwnerNotice More, Stress Less CFM typically focuses on our clients’ FINANCIAL wellbeing, but your emotional wellbeing is also important, especially after surviving a recent global pandemic! Science proves that mindfulness and meditation can have...

Please Join Us for a Special Presentation:Cybersecurity and YOU with:Jason MayorDirector of Technology, Risk, and AssuranceRaymond James on:Wednesday, September 22, 2021Noon to 1 p.m. Cybersecurity should be on everyone’s mind these days. How safe is access to your accounts? Could...

Join us for our 2021SHRED DAYSaturday June 19, 20218:30 to 11:30 a.m. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, and removed hard drives you no longer need. WHERE:Please enter our building’s...

A special presentation:How Legislative Tax Changes Could Affect Your Estate Planning with:Christine WakemanWealth Preservation Practice Group ACTEC Fellow, Winstead PC Invite your family, friends, and co-workers as Ms. Wakeman discusses tax changes and estate planning, and takes your questions including:...

Could you be paying too much, or covering too little, under your Homeowners, Auto or Liability Insurance? Have you reviewed your coverage lately to make sure it has kept up with changes in your life? Have you had any unpleasant...

Dr. Bob Hendler, Chief Medical Officer Texas Hospital Association and Foundation, provides an update about COVID-19. Hosted by:– Deborah Hickey, CFP®– Ellenore Knight Baker, CFP®Check out our COVID-19 Update Webinar with: Dr. Bob Hendler from Texas Hospital Association and Foundation.

Join Christy Metcalf of 2 Smart Girls on March 9, 2021 from 5:30 to 6:30 p.m. for a special event to empower the working women in your life. Invite your friends, coworkers, and daughters to join us as we explore...

Join the Carter Team and a distinguished group of economic and financial experts for this exclusive virtual event featuring in-depth updates on the domestic economy, global political and economic forces, the energy sector, and more. If you haven’t already registered...

We are proud to present the schedule and speaker lineup for the 40th annual Carter Investor Conference. As always, attendees will walk away with lots of great information from our speakers and a fresh perspective on the economic environment. If...