fpPathfinder
@FpPathfinder
Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
02-06-2018 18:22:57
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656 Followers
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Join us for a webinar with Holistiplan where we'll discuss the real-world applications of our new guide, the TCJA Sunset Provision Summary Guide, plus how to leverage the fpPathfinder and Holistiplan integration.
Register now & get the guide for free ➡️ buff.ly/3UkOule
