Larson Financial Group

Date and Time

April 05, 2012
6:30 PM

Location

Capital Grille
310 W. Wisconsin Avenue
Milwaukee, WI 53203

Advisor

Rick Frith

Join us for this complimentary dinner discussion led by Rick Frith, a financial advisor for Larson Financial Group. Larson Financial Group specializes in helping physicians overcome the financial challenges unique to their chosen career, and has been distinguished as one of the top advisory firms in the country for physicians.

As a Physician, your occupation, lifestyle, and personal expectations will set your financial planning needs apart from others. At Larson Financial Group, LLC, we understand those needs, and our process provides you with a realistic assessment and recommendations in your key areas of special interest. We invite you to join us for dinner and learn more about how we can help you maximize your investment opportunities as well as protect your future. Specific discussion areas will include:

Asset Protection Strategies
      • Disability Insurance and Umbrella Policies
      • LLCs and Family Limited Partnerships (FLPs)
Investment Planning
      • What to expect from investments
      • Minimizing risk in a “down” market
IRA/403(b)/401(k)/401(a)/457
      • Reducing deferred tax liability
Debt Strategy
      • Debt consolidation and repayment
      • Coordination of multiple mortgages/refinance
Contracts and Practice Planning
      • Contract negotiation
      • Partnership structure/valuating practice/buy‐in
Estate Planning
      • Designing a testamentary trust for your children
      • Death tax minimization