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Morgantown Resident and Fellow Financial Lifehacking Hosted by Brady Petersen, CFP

  • Job Fair Bot
  • Morgantown, WV
  • Mar 29, 2018
Multi-Employer General Business

Event Description

Join us for this complimentary dinner discussion. Larson Financial Groupspecializes in helping physicians overcome the financial challenges unique to their chosen career. As a Physician, your occupation, lifestyle, and personal expectations will set your financial planning needs apart from others. At Larson Financial Group, we understand those needs, and our process provides you with a realistic assessment and recommendations in your key areas of special interest. We invite you to join us for dinner and learn more about how we can help you maximize your investment opportunities as well as help protect your future. Specific discussion areas will include: CONTRACT REVIEWS What is a fair offer? What is the average sign-on bonus for your specialty? What are areas you can negotiate in? DEBT MANAGEMENT Refinancing student loans vs Public Service Loan Forgiveness Managing student debt wisely What to do with credit cards Physician-specific mortgages INVESTMENT PLANNING What to do with your retirement plan when you leave How to fund a Roth IRA as an attending How to coordinate different retirement plans DISABILITY INSURANCE What makes specialty-specific coverage so good? Getting coverage while in training versus as an attending ASSET PROTECTION Umbrella Insurance Homestead Exemptions Titling of accounts INDEPENDENT CONTRACTOR VS W2 EMPLOYEE What the different employment arrangements can mean from a work life balance, taxes, and retirement savings Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC. Larson Financial Group, Larson Financial Securities, and their representatives do not provide legal or tax advice. Please consult the appropriate professional regarding your legal or tax planning needs.

Event Date

Apr 17, 2018