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Faded Sandpaper

ABOUT OUR DINNER DISCUSSIONS

Erik and Jenna host private dinner presentations for physicians and dentists in both Minneapolis, MN and Atlanta, GA.

Their dinner discussions are quite unlike a typical PowerPoint presentation or Drug Rep Dinner…the discussion will be intimate and informal, will last approximately 2 hours, and will be an open forum so that all present are able to ask plenty of questions. Guests are welcome so please feel free to bring your spouse and/or colleagues.

Below, you will find some of the most common dinner discussion topics:

About: Our Services

WEALTH ACCUMULATION

Learn the importance of investing appropriately for goals with different time frames, whether purchasing a vacation home, funding your children's college, or retiring.

Business Growth
Energy Efficiency Consultation

TAX EFFICIENT INVESTING*

Understand how different financial products and investments are taxed, and understand how that different taxation can impact your accumulation goals.

FINANCIAL TOPICS 101

Learn the importance of a well designed financial foundation and the impact it can have on your ability to reach all of your other goals.

Building-Blocks
Calculator

DEBT MANAGEMENT

Learn how to manage debt - from credit cards, to student loans, to mortgages - and how to prioritize which debts to pay off more quickly.

ASSET PROTECTION STRATEGIES*

Learn how to identify some of the personal risks you're exposed to as a physician and how to effectively minimize your exposure to these risks.

Safe Key
Businessmen with Umbrellas

RISK MANAGEMENT

Learn how to help protect yourself and your family against the loss of your single most valuable asset - your ability to earn an income - whether from death or disability.

Q & A

We welcome any questions or additional topics you would like to explore. Please feel free to include your questions with your RSVP.

Ask an Expert

​Check the background of these investment professionals on FINRA's Brokercheck (https://brokercheck.finra.org/)

(612) 617-6000

2701 University Ave SE Minneapolis, MN 55414

Erik & Jenna Siverson are Registered Representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, and Investment Adviser Representatives offering advisory services through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Financial professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every financial professional listed. For additional information please contact the Advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at Cetera Advisor Network. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

​

Important Disclosures

Business Continuity

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