Palatino Wealth — Monthly Clarity & Planning Series

The Palatino Blueprint Protect Masterclass is an advisor-led, live learning experience designed for high-income families, professionals, and business owners who want to build a stronger, more resilient financial foundation. In a world where complexity, taxes, and income volatility continue to rise, most households still rely on outdated protection structures—or worse, they have no structure at all. This masterclass shows you how to bring clarity, alignment, and intelligent design into the part of your financial life that quietly drives everything else: your protection architecture.

During this session, we break down the Protect Pillar of the Palatino Blueprint™—the same framework used inside Palatino’s planning process—into clear, actionable steps. You’ll learn how income protection, tax-efficient structures, liquidity design, and estate readiness work together to support long-term wealth building. Whether you're navigating high-tax states, managing variable compensation, balancing dual-income risk, or preparing for future estate transitions, you’ll gain practical tools that help you build a safer, smarter foundation for the years ahead.

Who This Session Is For
This masterclass is designed for high-income professionals and families who:

• Depend heavily on earned income
• Have accumulated assets but lack coordinated protection
• Want clarity without pressure or product sales

If your financial life would feel vulnerable after a job loss, illness, or major life event — this session is for you.

Why Protection Is the Foundation of Wealth
Most financial plans assume life goes smoothly.Real life doesn’t.
Protection planning isn’t about fear — it’s about resilience. Without it, even strong portfolios can unravel quickly.
This session helps you understand:

• Where hidden risk actually lives
• Why income dependency is often underestimated
• How protection fits into a modern wealth plan

What You’ll Learn

• The most common protection gaps among high-income families
• How sophisticated families think about income risk
• Why insurance alone is not a strategy
• How protection integrates into the Palatino Blueprint™

What This Is (and Is Not)
✔ Educational✔ Plain-language✔ Framework-driven
✖ No product pitches✖ No scare tactics

Your Next Step
👉 Protect Review: A private, no-pressure assessment of your current protection and exposure.

Core topics

• Income dependency risk
• “Enough” vs lifestyle creep
• Stress-testing income under disruption scenarios

Core topics

• Tax drag on wealth
• Coordination gaps between CPA, advisor, insurance
• Long-term tax strategy vs annual filing

Why Tax Planning Is Broken
Most tax conversations happen too late — and in isolation.
This session reframes tax planning as:

• A long-term strategy, not an annual task
• A coordination problem, not a paperwork problem

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What You’ll Learn

• Where tax drag quietly erodes wealth
• Why CPAs can’t solve this alone
• How protection, investments, and taxes intersect
• What proactive tax strategy really looks like

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Who This Is For

• W-2 earners
• Business owners
• Families in high-tax states

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Next Step
👉 Blueprint Review