DATE AND TIME

4/27- 4/30 2017

LOCATION

Hilton San Francisco Union Square

ADVISOR

Matt Dodge, MBA

RSVP for this Event

Name:*

Medical Specialty:*

Year Entering/Entered Practice:*

Email:*

Zip code:*

Phone:*

How you heard about us:*

Who referred you?

Message:

Join us for this complimentary 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 the discussion 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
  • What to expect from investments
  • Minimizing risk in a “down” market
Contracts and Practice Planning
  • Financial contract review
  • Practice leadership and profit maximization
Estate Planning
  • Death tax minimization
  • Multi-generational planning issues
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.