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YP WEEK EVENT | Financial Planning for Young Professionals and the Future of Financial Advice

August 19, 2024 11:30 AM - 1:30 PM (CDT)

Description

This Event is a part of YP Week!

In this interactive session, Paul West, Managing Partner at Carson Wealth, Erin Wood, Senior Vice President of Financial Planning and Advanced Solutions, and Patrick Bevan, Wealth Planner at Carson Wealth, will share best practices in helping young professionals plan their financial future. We’ll talk about what to expect from today’s advisor/client relationship, questions every young professional should ask themselves when planning their future, and how to forge a path forward with sound financial decisions.

A few topics we’ll cover, followed by Q&A:

•The biggest aspects of your financial life to consider planning for and anticipating in your 20s and 30s 

•Financial planning basics 

•How to engage with a financial advisor and what questions to ask 

•A glimpse into the Carson Client Experience and how an advisor works with younger clients 

•Building a career in financial services and what it means to be a YP in a fast-growing wealth management firm


Thank you to our event Host, Carson Wealth!



Time

11:30AM - CHECKIN/NETWORK 12:00PM - PROGRAMMING 1:00PM - NETWORKING

Contact Information

Greater Omaha Chamber
Name: Merrick Brtek
Phone: (402) 640-1365
Email: mbrtek@omahachamber.org
Details: Director of Young Professionals & Talent Development Programs
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