What You'll Learn

Should I keep my 401(k), 403(b), or employer sponsored plan?
How to Leave Tax-Free Assets to your Heirs
Protecting Your Retirement Savings without Sacrificing Growth
How to Take Advantage of Increasing Interest Rates
Estate Planning: The Documents You Should Have in Place Now to Avoid Probate and Increase Assets to Beneficiaries
What you need to know about when to take Social Security and how your benefits are taxed
The #1 Mistake most Americans are making with their retirement accounts - are you one of them?

Featured Speaker

The Paradigm Group

Paradigm Group is a diversified wealth management firm in business to serve the needs of individuals, business owners, and their families. Our mission is to preserve, protect and grow the wealth our clients have worked a lifetime to build.

Utilizing our depth of knowledge and experience, we create customized wealth and risk management plans to meet the specific needs of each client. Our dedication to best-in-class services is rooted in our never-ending commitment to putting each client’s interest first. We take great pride in building relationships with our clients, working together, and delivering an experience that helps clients navigate the full spectrum of wealth management and risk management needs they require.

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