Implementing The Holistiplan & fpPathfinder Integration To Streamline Your Client Conversations (Jan. 17, 2024)

Originally aired January 17, 2024

The Holistiplan + fpPathfinder integration is powerful. When you use the integration, you'll be able to streamline the conversations you have with your clients about complicated financial planning concepts.

During this 1-hour webinar, you'll learn how the integration works. Even better, you'll hear real-life examples that demonstrate how to:

• Have more productive conversations with clients about Roth Conversions.
• Transition a conversation about taxes to a conversation about Social Security.
• Begin a conversation with a client about RMDs.