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

CEO, Larson Financial Holdings &
Senior Financial Advisor

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.
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