Join us for this complimentary dinner discussion. Larson Financial Group specializes in helping physicians overcome the financial challenges unique to their chosen career. As a Physician, your occupation, lifestyle, and personal expectations will set your financial planning needs apart from others. At Larson Financial Group, 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 help protect your future. Specific discussion areas will include:

Asset Protection Strategies

• Disability Insurance and Umbrella Policies
• Wage Accounts and Homestead Exemptions

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

• Financial Contract review
• Practice leadership and profit maximization

Estate Planning*

• Death tax minimization
• Multi-generational planning issues

The Advisor addresses general aspects of estate planning; more detailed planning should be carried out by an estate planning attorney and then coordinated with the Advisor.

Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC.
Larson Financial Group, Larson Financial Securities, and their representatives do not provide legal or tax advice. Please consult the appropriate professional regarding your legal or tax planning needs.

This event is sponsored by Larson Financial Group, LLC. Attendees are under no obligation to engage in services provided by Larson Financial Group.