Dylan Donovan is a Financial Advisor at Larson Financial Group and focuses in addressing the financial needs of physicians and dentists in the asset management, insurance and tax strategizing arenas, as well as assisting the important transition from residency to practicing full time. He has his Series 63, 65, 6, 7 and life and health … Continued
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During this exclusive session, Larson Financial Group’s President, Colin Wiens, and Larson CEO, Paul Larson, engage in a conversation with Charles Schwab Financial Consultant, Jordan Davan. Together, the trio delves into the dynamic relationship between Larson and Charles Schwab, exploring the distinctive cases that Jordan has brought our way.
Tuesday, December 5th, 2023 | 6:30p – 8:00p Bascom’s Chop House3665 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 … Continued
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