Business Education Series: Top 5 Financial Mistakes CEO's Make
Thursday, November 16, 2023 (3:30 PM - 5:00 PM) (CST)
Top 5 Financial Mistakes CEOs Make
Have you taken the time to prioritize your personal wealth strategy? With 85% of a business owner’s net worth tied up in their business, neglecting your personal wealth is a mistake you can’t afford to make.
Join Paul West, Managing Partner of Carson Wealth, as he discusses key considerations for CEOs such as exit planning, trust and estate planning, cash management, real estate investment, tax strategies, protecting your family, and more.
Don’t miss this opportunity to learn how to optimize your personal financial situation for the long-term.
Stay afterwards for Happy Hour networking at Nelly's, Carson's 6th floor lounge.
At Carson Private Client, we pride ourselves on serving clients as a trusted partner for life’s journey, helping to simplify their life and navigate their future. We collaborate with their CPA, attorney and other professionals to bring clients strategic planning and advice – tailored to their unique situation – to ensure their money is working its hardest.
Our team was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. We bring high-net-worth individuals and families creative solutions that align with their financial pursuits, so they can cut through the static and focus their time on their priorities.
Carson Private Client is offered through Carson Wealth, with headquarters in Omaha, Nebraska and office locations across the U.S. Carson Private Client was established with a drive to deliver extraordinary service. We understand that each client’s goals and objectives are unique, and we’re passionate about helping them pursue their desired outcomes.
About Paul West
Paul West, CFP®, CAP®, CExP
Paul has over 20 years of experience in wealth management services. Having built countless relationships with entrepreneurs and families all over the country, Paul holds the leadership role as Managing Partner.
Paul works closely with our Carson Private Clients to implement strategies to maximize their time and goals. He surrounds himself with a team of specialists to provide tailored solutions for business planning, exit planning, investment management, wealth transition, trust services, credit, and tax strategies. Paul works with the following types of clients: business owners and entrepreneurs, foundations, executives, and multi-generational families.
Paul was listed on Barron’s Top 100 Independent Wealth Advisors in 2018-2023, including the #1 Ranked Advisor in NE on the list. He also ranked as a Best-in-State Wealth Advisor by Forbes in 2021-2023.
Paul holds the CFP®, CAP® and CExP certifications. His clients utilize his services because of his team’s ability to communicate complex matters in simple language along with creating mutual accountability to achieve confident financial decisions.
Paul enjoys spending time with charities and foundations. He currently is a Board Member for the Dreamweaver Foundation, Chair of the Omaha Chamber Economic Development Council, and actively involved in the Finance Board at his church.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, hiking and rooting for the Huskers.