Join CEO Coaching International and our strategic partner Carson Wealth for an educational live webcast about preparing for your financial future.

If you are a CEO looking to transform your business success into lasting financial success for your family, make sure to join our upcoming webcast, “Crafting a Vision for Creating Generational Wealth.”

Hosted by CEO Coaching International and our strategic partner Carson Wealth on June 5 at 8am PT / 11am ET, this event will teach you essential strategies and insights for transitioning from business wealth to personal prosperity, even if you haven’t sold your business yet.

Discover how to define your vision, values, and legacy aspirations to create a fulfilling future beyond monetary assets.

Register now and pass this link along to anyone who you think would benefit from the discussion.

Wednesday, June 5, 2024
8 a.m. PDT / 11 a.m. EDT

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Meet Our Hosts:

Paul West

Managing Partner, Carson Private Client

Paul has over 25 years of experience in wealth management services. He works closely with 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. He 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.

Brady Marlow

Director, Carson Private Client Wealth Strategy

Brady’s entrepreneurial experience dates back more than two decades, to when he owned his own practice. As a Wealth Strategist, he now focuses on guiding founder-CEOs nationwide in strategizing the next steps in their evolution.

A Chartered Advisor in Philanthropy®, Certified Exit Planner™, CERTIFIED FINANCIAL PLANNER®, Accredited Estate Planner® and Certified Private Wealth Advisor®, Brady has a knack for asking thought-provoking questions to clients that help lead them toward their path to freedom.