Education - Paladin Financial

November 5th 12:00pm CST

Q4 2025 Webinar: Technology to Make Life Easier: Generational Vault, Orion, Schwab & More

Join us for an informative session as we cover a variety of updates and practical tips designed to keep you connected and prepared. We’ll begin by exploring how Generational Vault can make organizing your information easier, giving you an inside look at this exciting tool and how it can support your planning. We’ll also review recent updates and enhancements within Orion and possibly Schwab, highlighting features that can streamline your experience.

To round things out, we’ll share some useful cell phone hacks, including how to set up a legacy contact to ensure important information is accessible to loved ones when needed.

This session is designed to be both educational and actionable, leaving you with insights you can immediately put into practice.

Your Presenter: Ellie Robison

Ellie is an Investment Advisor Representative with Paladin Financial who works to create a path to help secure her client’s financial future, whether starting fresh into a new career or transitioning to retirement or somewhere in between. Ellie entered the financial services industry and quickly gained a solid understanding and foundation of financial planning by creating plans for independent advisors across the country. Ellie holds her Series 6, 63, and Series 65 registrations as well as her Minnesota Life and Health License.

Ellie attended the University of Iowa and moved to the Twin Cities in 2017.