PALLADIO CONSULTING PLANNING SERVICES

If you're anything like us, when you arrive at a resort for a nice vacation, you want to know all the benefits, amenities and free & discounted goodies that go along with your stay right?

We are passionate that the same should be true for your experience with us! In this webinar, we highlight our existing services, benefits and programs along with all the new and impactful things we are doing for our families and how we are diligently working to bring you the most important, impactful and relevant planning information and experience.

Don't Miss a Thing! 5 Ways to Maximize your Planning Experience with Palladio!

Webinar Agenda:
Palladio's Planning Services: We discuss in detail the services we provide, ways we assist families in their special needs and financial planning endeavors and how we get compensated.
Monthly Educational Webinar: We take a peek behind the curtain of topics and guests to come!
Client Resources Database: Our new resources page for clients is live! We walk you through this new section of the website that enables you to schedule meetings, preview upcoming webinars, watch webinar recordings, view announcements, and explore the numerous planning resources we've compiled on the most important special needs planning topics.
Private Client Portal: This tool can work wonders in consolidating all of your account information and important documents in one secure location. We show you how to best utilize this tool to simplify the tracking of your accounts.
Palladio's Planning Blog: This weekly blog will touch upon special needs planning topics we feel are most relevant to the planning of our families. We will do our best to concentrate on frequently encountered planning scenarios and connecting you to useful resources.
Disability Matters Newsletter: At the conclusion of each month we will recap the past month's activities. This includes our webinar recordings, important announcements and updates, as well as articles we're reading to stay educated and informed on events affecting the special needs community.

Understanding Palladio’s Tech Tools

Let's be honest, you don't get as excited about investment and retirement technology tools the same way we do! But we want to make sure you understand everything that is available to provide you with the best client experience.  This 1 hour webinar will touch on all of the important topics from how to view your account online to analysis tools to help you invest and retire with confidence!

Webinar Agenda:

  • Understand where you can access your statements, tax documents and view portfolio performance in your Private Client Portal. 

  • Walk through step by step how to access your different online portals.

  • Understand the Riskalyze Risk Score to know exactly how you're positioned, and to ensure your investments align with your risk tolerance and goals.

  • Learn how to utilize our client portal to aggregate all your financial accounts in one portal to see a consolidated view of your financial situation.

  • Portal discussed include Client Portal (eMoney), TD Ameritrade, and your Palladio Consulting Resource Page.

  • Explore the TD Ameritrade AdvisorClient App on your iPhone or Android to check account values when you're on the go!

A Quarter of Change

It’s important to us to make sure we keep you updated and informed on the topics that impact your planning. We have a lot to cover! Our first webinar was an update on the following topics:
 

Webinar Agenda:

  • 10 Important Palladio Changes and How This Positively Impacts You!

  • Economic & Stock Market Update – Investing in an election year amidst a pandemic!

  • Special Needs Planning Update – Important pending legislation and impact of COVID-19

  • Stay Connected! We’ll discuss our weekly blog, monthly webinar series, quarterly newsletter and social media channels.

  • Next Webinar? Understanding Palladio’s Tech Tools for Investment and Retirement Planning!