Finances On Tap - Mid Year Outlook with Eric Parnell, CFA
2025-06-18 18:30 - 20:30 UTC | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, United States
Midyear Market Panel 2025 Video

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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.

"Retain Your Brain" Live Zoom featuring Thomas Barrett
2025-07-31 13:00 - 14:00 (America/New_York) | 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.
Why Attend?
Join us to learn:
• Why your brain may not be the same age as you
• How brain health can affect your lifestyle and finances
• Practical tips to age-proof your brain
Join Zoom Meeting
https://us06web.zoom.us/j/84769949887?pwd=[REDACTED]
Meeting ID: 847 6994 9887
Passcode: [REDACTED]
Thomas Barrett with Hartford Funds is not affiliated with Paragon Wealth Management or LPL Financial.

Finances on Tap - Financial Exploitation Protection
2025-10-23 18:00 - 20:00 (America/New_York) | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, 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 State University’s Institute of Gerontology, led by Dr. Peter Lichtenberg, PhD. This groundbreaking initiative equips financial advisors and families with the tools to recognize warning signs, address risks, and recover both financially and emotionally from exploitation.
Join us for an informative and empowering conversation—plus good company, drinks, and practical tools to help protect what matters most.

Client Appreciation Event
2025-11-20 18:00 - 21:00 (America/New_York) | Vela, 140 Veterans Lane, Doylestown, PA, 18901, 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 our chance to thank you for trusting us, and your chance to:
Relax and enjoy great food and cocktails 🍷
Mingle with fellow clients and make new connections 🤝
Soak up live music in a beautiful setting 🎶
It’s all about you – your night to kick back, connect, and have the best time!

Finances on Tap - 2026 Market Outlook with Eric Parnell, CFA
2026-01-21 18:00 - 20:00 (America/New_York) | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, United States
Event Recap
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Finances on Tap: Navigating Aging & Caregiving
2026-05-13 17:30 - 20:00 (America/New_York) | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, 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!

Finances on Tap: Mid-Year Market Outlook | The Comeback, the Crowding, and the Caution Signs
2026-06-10 18:00 - 20:00 (America/New_York) | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, United States
Markets have had quite a ride so far in 2026. After a tough stretch in March, major indexes have come roaring back, investor enthusiasm has returned, and certain areas of the market, especially companies tied to artificial intelligence and memory chips, have moved sharply higher.
But as we look toward the second half of the year, the picture is not quite that simple.
Join Ricardo Ferreira, Founding Partner and Portfolio Manager at Paragon Wealth, and Eric Parnell, CFA, Chief Market Strategist for Great Valley Advisor Group, for our next Finances on Tap event as we discuss what has been driving the market rebound, where investor enthusiasm may be getting a little crowded, and which caution signs we are watching as inflation, interest rates, energy prices, Fed policy, and election-year uncertainty remain in focus.
As always, this will be a practical, plain-English conversation designed to help you better understand what is happening in the markets, why it matters, and how we are thinking about portfolio positioning through the rest of 2026.

“Time is your friend, impulse is your enemy. ” – Jack Bogle

What We’ll Discuss
During this event, we’ll cover:

The market’s rebound after a difficult March
The surge in AI-related and memory-chip stocks
What a new Federal Reserve Chairman may mean for interest rates and policy
Why inflation and energy prices remain important risks
How mid-term election years have historically affected markets
What risks may not be fully priced into the market today
How investors can stay disciplined without ignoring real opportunities
and much more…
