Albano Executive Director Team Calendar

Please Request Your Meeting Below

  1. Please select the Appointment Type from menu below.
  2. Where applicable, choose with whom you are requesting the meeting (most will default to Chad).
  3. Select Time Zone, then choose from available dates and times.
  4. Confirm your meeting request by entering your contact information.

Thank you and we look forward to meeting you.

    • Introductory Client Discussion (Exploratory)

      30 minutes

    • Introductory: Learn About Tactically Managing Your Workplace Retirement Account (PCRA)

      30 minutes

    • Request Financial Planning Meeting

      1 hour

    • (Current Clients Only) Review Financial Plan/ Additional Discussion

      1 hour

    • Collaboration Meeting

      30 minutes

    • Explore Joining Our Team! (Financial/ Marketing Advisors; Practice Development/ Agency Expansion)

      1 hour

    • (For Businesses): Discuss or Review 401(k) or Other Retirement Plan

      1 hour

    • (For Businesses): Discuss or Review Key Person/Executive Benefits, Incentive Programs, and Non-Qualified Plans

      1 hour

    • Request Estate Planning Meeting

      15 minutes