Navigating The TCJA Sunset Provisions (May 7, 2024)

Note for Members: This webinar discusses the Tax Cuts and Jobs Act (TCJA). The guides that once supported this content have been retired due to changes in tax law. We’ve kept the recording available as it still offers valuable background and context, but please be aware it may not reflect current legislation.

In collaboration with Holistiplan, watch the replay below where you’ll hear from the fpPathfinder Guide Creator Chris Granger, CFP® and Holistiplan VP of Customer Success and Engagement Ben Birken, CFP® as they discuss the real-world applications of fpPathfinder guides as well as how to leverage the fpPathfinder and Holistiplan integration.