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:
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.
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.
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.
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.