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

This field is hidden when viewing the form
This field is hidden when viewing the form

RSVP Now


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

Share this Post...