Below, you can find the upcoming events our advisors will be hosting, as well as several previously held events. During these events, our advisors share common problems and opportunities they encounter while helping their clients financially plan. These events are updated regularly and address current financial issues and possibilities.

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Schedule an Event of Your Own

If you are interested in setting up an event with one of our advisors, and do not see something in your area below, reach out to set up a meeting. Our advisors host on a variety of different topics and each presentation is personally crafted for the respected group of attendees.
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Upcoming Events

Previously Held Events

The following events have already been held. Recordings of these events are available on demand by completing the corresponding registration pages.

Roth Conversions: New Legislation, Successes, and Pitfalls

With new legislation in progress, there are a couple items that are in need to shed light on before you take a “set it and forget it” approach to saving for retirement, but proactive planning can help you save more efficiently by reducing your tax burden. Let’s talk about the Roth Conversion process, and how […]

Year-End Tax Planning for an Uncertain Future

Attend this discussion on the proposed “Build America Back Better” Act. What’s in it? When does it go into effect? And most importantly, how do we plan for it in 2021 and beyond? All of these questions and more will be addressed in this engaging webinar. Larson Tax Partners’ Director of Tax Strategy & Services, […]

The Benefits and Differences between ETFs and Mutual Funds

This webinar is designed to discuss the benefits and differences between ETFs and Mutual Funds. We will discuss the tax implications of each type of investment and examine the hidden costs. Attendees will leave with a greater understanding of each of these investment types and why one might be a better fit for them.

Contract Review and Negotiations – More than a Salary

Contract review is an increasingly important process of any profession, especially in the medical field. This webinar will discuss what you should be looking for in your contracts from your employer as well as outlining how to negotiate best from your end.

5 Financial Planning Items Early Career Physicians Should Know

Many of our clients entered practice, or discovered while practicing, unforeseen challenges with the financial side of their medical profession. Larson Financial Group specializes in helping medical professionals achieve their goals from residency through retirement.  During this webinar we will be discussing the Five Financial Planning Items Early Career Physicians Should Know. Topics will include […]

Are you Protecting your Income? – Disability Discussion

What do I do about Individual Disability Insurance?  Is my group insurance own-occupation? Do I need more than my group plan? Do I have enough coverage to sustain the lifestyle I currently live in the event of an accident? These are common questions that come to mind when medical professionals think about the term disability insurance. […]

Protecting Your Family – Life Insurance Discussion

Conversations about life insurance can often times be uncomfortable. However, planning for your family in the event of an accident is responsible. Money should be the last thing on a family’s mind when grieving over the loss of a loved one. Our advisors, who pride themselves on upholding the fiduciary standard, offer up their experiences […]