2024 Client Service Calendar

The 2024 Client Service Calendar offers fpPathfinder members opportunities to engage their clients every month. Check out how the calendar can work for your practice, and download it today! 

When you download the calendar, you'll have complimentary access to:

• The "What Issues Should I Consider When Reviewing My RMD?" checklist. 
• The customized RMD report, which you can create for your clients.
• Client-facing email copy that introduces RMD planning, which prompts you to include the checklist and customized RMD deliverable.

💡 If one of your 2024 goals is to create an enhanced client engagement process, become a Deluxe fpPathfinder member today! For $299 you gain access to 100+ guides and full white labeling capabilities to create a complete, branded experience.