Advisory Event
Larson Financial Group: Bascom’s Chop House Dinner
December 5, 2023
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.
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