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Holistiplan

  • Navigating The TCJA Sunset Provisions With Holistiplan & fpPathfinder (May 7, 2024)
  • Implementing The Holistiplan & fpPathfinder Integration To Streamline Your Client Conversations (Jan. 17, 2024)
  • Leveraging The Holistiplan & fpPathfinder Integration To Enhance Client Conversations (April 10, 2025)

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