What You'll Learn

3 ways you can use the new tax code to move money into tax-free accounts at reduced rates.
Hidden pitfalls that most advisors will completely miss due to not understanding the new tax law.
What assets you should hold in what accounts to make the most of your hard-earned retirement savings.
The #1 Mistake most Americans are making with their retirement accounts - are you one of them?
And much, much more!

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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