Education - Paladin Financial

August 6th 12:00pm CST

Q3 2025 Webinar: Estate Planning

Discover how thoughtful estate planning can do far more than simply distribute your assets. Learn how a well-crafted plan can protect your legacy, reduce taxes, provide for your loved ones, and ensure your wishes are honored.
In this session, you’ll learn about:

• Long-Term Care Planning: Explore strategies to safeguard your estate from the high cost of long-term care and ensure your assets are preserved for your family.
• Asset Protection & Flexibility: Structure your estate to allow for financial flexibility, ensuring your wealth supports you during your lifetime while remaining protected.
• Tax-Efficient Distributions: Learn how to minimize estate and income taxes, allowing you to pass on more of your assets to beneficiaries.
• Legacy & Wealth Transfer: Create a plan to transfer wealth smoothly and intentionally, avoiding probate delays and ensuring your values are carried forward.

Your Presenter: Matt Bryant

Matt is an Investment Advisor Representative with Paladin Financial. He partners to provide investment advice and comprehensive financial planning to clients. He specializes in federal benefits and their complexity to offer support and clarity to federal employees. Matt began his financial services career in 2011 with a Minneapolis-based money manager where he trained investment advisors across the United States and helped them to navigate the financial planning and investment landscape. Matt holds his Series 65, 6, and 63 registrations and is a licensed insurance agent. He has also formally trained in the FERS and CSRS benefits packages.

Matt holds a Bachelor of Arts in Political Science, Economics, and International Studies from the University of Kansas.