✅ ICYMI: 2026 Summary!
A lot has happened over the past six months. We spotlighted six planning guides and launched AutoLink for Premier members. Below is the rundown. ⬇️
Six Guides Worth A Second Look
Revisit six guides promoted in 2026 to simplify complex topics, lead stronger conversations, and help clients take the next step.
- Common Savings Accounts For Children
- RMD Tables Summary Guide
- Common Trusts Summary Guide
- Longevity Risks & Outliving Assets
- Common Home Equity Options
- Common Long-Term Care Products
✨ Become a member today to access these guides more!
🔄 Skip Manual Guide Updates With Autolink
The new AutoLink Feature, available exclusively with Premier, lets you create permanent, mobile-friendly links to fpPathfinder PDF guides that automatically reflect the latest content, including annual limit updates and changes made during our upcoming guide audit.
Add them to your website, CRM, emails, workflows, blog posts, or social content. When a guide updates, your link stays the same.
No re-uploading. No replacing links. No extra work.
🎥 Watch the demo to learn more.
*AutoLink does not apply to Interactive Checklist links.
🎉 FREE TRIAL: Take A Peek Inside The Platform
For a limited time, get 30 days of Premier-level access and put fpPathfinder to work in your own plannign process.
✔ Brand guides for polished client follow-up
✔ Personalize Interactive Checklists before meetings
✔ Build a repeatable client service calendar
✔ Explore 150+ ready-to-use guides
Prefer A Guided Walkthrough?
Join a free, live group demo to ask questions, explore the guides and integrations, and find the right membership for your firm. Sign up for a live demo!