Webinar Replay: Conversations for Advisors and Clients with fpPathfinder and Asset-Map

Many clients have enjoyed the lower tax brackets as a result of the TCJA of 2017. However, with the current tax brackets expected to (maybe) change at the end of 2025 when the TCJA sunsets, is now the time to start engaging with clients on the topic? Are you prepared to help clients understand how their financial picture might change?

Join fpPathfinder and Asset Map as we discussed how to navigate client conversations and planning opportunities surrounding the looming sunset.

What we covered:

  • Potential actions for advisors and clients to consider prior to the sunset and how to navigate planning conversations

  • How advisors can lean on fpPathfinder + Asset Map to inform clients of their financial pictures

  • How to use the guides to ask probing questions and expand planning opportunities

Sue BaeReplay, Webinar, Webinar Replay