fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only

Important Dates

There are many important dates that advisors need to keep in mind. Different contexts and client circumstances will affect applicable deadlines, making it difficult for advisors to identify which figures should be referenced.

In response to this challenge, we’ve created the “Important Dates” resource. This quick reference guide covers the key dates and milestones that are commonly referred to during the year. It includes:

  • Tax filing deadlines for individuals and businesses
  • Tax payment deadlines for individuals and businesses
  • Tax form issuance deadlines
  • Retirement plan deadlines
  • Common enrollment periods
Related Guides
Checklist
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Client Annual Review
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Summary Guide
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
New Client Review
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Summary Guide
Important Milestones
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Master List Of Goals
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Start Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Flowchart
Topic Bundle: Client Service Calendar
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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