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'll 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.

Webinar Agenda:
Palladio's Planning Services: We'll 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'll take a peek behind the curtain of topics and guests to come!

Client Resources Database: Our new resources page for clients is live! We will 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 will 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.