Advisory Event

Larson Financial Group: Bascom’s Chop House Dinner

December 5, 2023

Paul Larson CFP®, CLU
CEO, Larson Financial Holdings &
Senior Financial Advisor
Colin Wiens CFP®, MBA
President, Larson Financial Group &
Senior Financial Advisor

Join Paul Larson and Colin Wiens of Larson Financial Group for an exclusive financial advisory dinner event at Bascom’s Chop House in Clearwater, Florida, from 6:30-8 p.m. This gathering is tailored for Schwab clients in the Tampa Bay area, where we’ll delve into topics such as advanced planning, estate tax planning/mitigation, tax strategies, Roth conversions, and the advantages of direct-owned real estate. Don’t miss this unique opportunity to connect with industry leaders and gain valuable financial insights in a relaxed, upscale setting.

Tuesday, December 5th, 2023 | 6:30p – 8:00p

Bascom’s Chop House
3665 Ulmerton Rd.
Clearwater, FL 33762
(Near the St. Pete/Clearwater Airport)

Topics Include (but not limited to):
• Advanced Planning
• Tax Planning
• Estate Planning
• Tax Strategies
• Roth Conversions
• Direct-Owned Real Estate
• Asset Protection Issues

Space is limited. Reserve your spot ASAP by filling out the form below or by emailing Colin.Wiens@Larson.com.

Don’t miss this chance to dine, network, and gain valuable financial insights.

"*" indicates required fields

Hidden
Hidden

RSVP Now


Submit the form below to let us know you’re coming. We can’t wait to see you!
Name*

Share this Post...