fpPathfinder

🎥 Missed our latest webinar? Curious to learn how other advisors are leveraging fpPathfinder? Catch up with our latest webinars and learn about best practices, integrations, and more! Get started here: https://buff.ly/4cS4JNU

⏰ At fpPathfinder, we strive to make sure advisors look and feel smarter in an industry where the rules are always changing. Check out our latest guide update, the “Should I Inherit My Deceased Spouse’s Traditional IRA?” flowchart – https://buff.ly/3Mk40sO

🚨 Save Your Seat!

Join fpPathfinder and Asset Map to learn how advisors can navigate TCJA sunset planning conversations with clients! Check it out 👇

🎥 SAVE YOUR SEAT! Join fpPathfinder and Asset-Map Map as we discuss how to navigate client conversations and planning opportunities surrounding the looming TCJA sunset. Don't miss out! 👉 https://buff.ly/3yAlWMH What we’ll cover: ✅ Potential actions for advisors and clients to consider prior to the sunset and how to navigate planning conversations ✅ How advisors can lean on fpPathfinder + Asset Map to inform clients of their financial pictures ✅ How to use the guides to ask probing questions and expand planning opportunities

🔎 With the recent Social Security breach, now more than ever, your clients may be at risk of identity theft. The “Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?” checklist helps guide the conversation regarding threats and scams, ensuring that your clients are informed and actively protecting their identity and assets. ➡️ https://buff.ly/4dYNVFu

🚨 NEW GUIDE 🚨: The wait is over! The rules surrounding inherited IRAs have changed a lot over the years, causing stress and confusion for both advisors and their clients. This flowchart will help give advisors and clients clarity about how they must handle distributions from their inherited traditional IRA. Check it out 👉 https://buff.ly/4dMDunL

🤝 Our partnership just leveled up! fpPathfinder’s Estate Planning Conversation Starter guide and two free checklists are now part of EncorEstate Plans onboarding series, giving advisors easy access to essential resources for confident Estate Planning discussions. Tune in to this episode of The Advisor's Guide To Estate Planning to learn more. Listen now ➡️ https://buff.ly/3SlAsP2

💸 A strong financial plan starts with smart cash flow management. While many clients know what to do, they often miss the mark on taking the essential steps to track and manage their spending. The “What Issues Should I Consider When Reviewing Cash Flow?” checklist is here to help you guide your clients toward creating and maintaining a cash flow plan that aligns with their lifestyle and goals. Check it out – https://buff.ly/3yr6dPT

📈 🚨 Clients concerned about market volatility? Be prepared for client questions with the “What Issues Should I Consider During A Recession Or Market Correction?"checklist. Learn more here – https://buff.ly/3MeFedL