Advisory Event

Dinner Invitation – Presented by Larson Financial & UWHA: Financial Planning for Physicians in Training

April 4, 2024


You are invited to join us for an evening of sophistication and financial insight at Ruth’s Chris Steak House, where Larson Financial Advisor Noah Kuhlman, CFP®  will be sharing best financial practices for residents like you.

As a recommended financial planning service provider by the UWHA for many years, we are partnering together once again to host our next complimentary dinner event exclusively for University of Wisconsin residents and fellows on Thursday, April 4th. During our time together, we will address the financial topics most important to young physicians as you navigate the training years while also preparing for the upcoming transition into practice.

An independent, fiduciary, and physician-focused financial advisory group, Larson Financial specializes in providing comprehensive plans built to address the specific needs of physicians and their families.

Feel free to bring your spouse, significant other, or physician colleague, but seating is limited to the first 15 respondents so make sure you RSVP below right away.

Discussion Topics

  • Best practices for student loan debt management
  • Specialty-specific disability insurance income protection
  • Employment contract review
  • Budgeting cash flow to reach goals and payoff debt
  • Retirement and investment planning
  • Asset protection
  • High-income tax saving strategies
  • Risk management, and more

When/Where?

Thursday, April 4th, 2024 | 6:30pm – 8:00pm

Ruth’s Chris Steak House
2137 Deming Way, Middleton, WI 53562

Space is limited! Don’t miss this unique opportunity for a check up on your financial plan.

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Due to the specialized nature of this event, please complete this registration form to request an invitation.
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