QUICKSTART: Overview of Carry platform + Demo

​Whether you're thinking about joining Carry or just curious to learn what we're all about, this workshop is tailored just for you!

Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes. Here’s what we’ll cover:

‣ A step-by-step guide on setting up your Carry account, with insights into the diverse account options available
‣ Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup
‣ How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks
‣ And much more!

There will be no replays, so attend live (and snag our special offer)!