• Finances On Tap – Mid Year Outlook with Eric Parnell, CFA

    Pj Whelihan's Pub 4379 W. Swamp Rd, Doylestown, PA, United States

    Join us for Paragon’s Mid-Year Market Outlook—an engaging look at what’s driving markets, what’s shifting beneath the surface, and what it all means for your portfolio.

    Free
  • “Retain Your Brain” Live Zoom featuring Thomas Barrett

    Live Zoom

    It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears we have: Losing cognitive function. So, can we prevent, or at least slow, the aging of our brains? More and more research reveals a powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. ...

    Free
  • Finances on Tap – Financial Exploitation Protection

    Pj Whelihan's Pub 4379 W. Swamp Rd, Doylestown, PA, United States

    Check Out A Recap of the Evening Here! Financial exploitation is one of the fastest-growing threats facing older adults and their families. That’s why we’re excited to host Benjamin Rizzuto, CFP®, CPWA®, CRPS®, Director and Wealth Strategist at Janus Henderson Investors, for an evening dedicated to this important topic. Benjamin will share insights from Janus Henderson’s exclusive partnership with Wayne ...

    Free
  • Client Appreciation Event

    Vela 140 Veterans Lane, Doylestown, PA, United States

    Check out a Recap of the Client Appreciation Evening Here ✨ Paragon’s Annual Client Appreciation Evening ✨ We’re rolling out the red carpet for you – our incredible clients! Join us for an evening of food, drinks, and live music at Vela in Doylestown as we celebrate the heart of our firm: the relationships we’ve built with you. This is ...

    Free
  • Finances on Tap: Navigating Aging & Caregiving

    Pj Whelihan's Pub 4379 W. Swamp Rd, Doylestown, PA, United States

    You’re invited to join us for a special edition of our Finances on Tap series—an evening designed to support those navigating the complexities of caring for aging parents or loved ones. We’re pleased to welcome Karen Blutgen, LTC Supervisor with the Bucks County Area Agency on Aging, as our guest speaker. Karen brings extensive experience helping families understand the resources available to them and how to plan for the evolving needs of aging loved ones. Please RSVP by 5/6 to reserve your spot. We look forward to seeing you there!