The title sounds boring but the content is riveting. In classic 2020 style, this webinar is packed with a lot of perplexing but important topics. We’ll spend time diving into our newly revamped Client Resource Portal and then talk about the Unclaimed Property Search to make sure you’re not a secret millionaire. We’ll then throw a curve ball at you and talk about how healthy we are as an economy and discuss ways to plan for the ultra-low interest rate environment. We’ll end with discussing the most important topics of the 2020 election and the next 4 years. Taxes, climate change, COVID ring any bells!? Oh, and I forgot to mention… because we know so much about your family, we think it is only fair to you that we share with you about ours! Connor’s up first and he’ll talk briefly about his background, family and more!

Hot Topics:
• Palladio team member highlight: Who is Connor Kavanaugh!?
• Client Resource Portal Update—Quickaccess to webinars, information, calendar and announcements
• Want free money? Accessing the unclaimed property search
• Status of the Economy & how low interest rates impact your financial plan
• 2020 Election and the Stock Market
o Would a Biden presidential win hurt the stock market
o Important issues the next president will face (tax reform, COVID, health care, climate change, China, etc.)
o Tax changes under a Biden presidency