GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
David Haughton
David Haughten | VP of Estate Planning at Carson Group
David Haughten is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies.
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ABOUT DAVID
David Haughten | VP of Estate Planning at Carson Group
David Haughten is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies.
David is a former Senior Corporate Counsel at Wealth.com. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies.
David is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
To start his career, David was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration.