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Client Meetings & Client Service Calendar
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Important Milestones

There are many important client milestones that advisors need to keep in mind. Eligibility requirements often depend on a client’s year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track and recall how clients’ ages open or foreclose planning opportunities.

In response to this challenge, we’ve created the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind across your client relationships. It covers ages that affect:

  • Child-related income taxation
  • Catch-up contributions
  • Retirement plan withdrawals
  • Medicare
  • Social Security
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Important Milestones
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
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“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
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— Rick, a financial advisor
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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— Robert, an Advisor in Colorado
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
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