Navigating Tax-Smart Conversations With RightCapital & fpPathfinder (May 7, 2025)

Today’s clients want more than investment advice; they are looking for personalized, tax-smart guidance. Join fpPathfinder and RightCapital to explore how to elevate your planning discussions, with a focus on:

• Identifying effective tax strategies within RightCapital

• Utilizing fpPathfinder’s complimentary planning guides to enhance your recommendations