fpPathfinder

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

The SECURE Act 2.0 Summary Checklist


Resource Additions

Because the SECURE Act 2.0 includes many changes that will be phased in over the next few years, the fpPathfinder team has developed a summary checklist. The “What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0” summary checklist provides an overview of the most significant changes grouped by the year in which the changes take effect. 

How Can You Use The Checklist?

The SECURE Act 2.0 summary checklist is a terrific guide you should introduce to your clients as soon as possible. Here’s why:

  • You’ll reinforce that you are on top of the details that make a difference to their financial plans. 
  • You can instigate a powerful call to action when you ask your clients to consider how the SECURE Act 2.0 will affect their financial goals and plans. 
  • You’ll quickly identify and prioritize planning opportunities that will keep your clients on track.

Now is the ideal time to Integrate this checklist into your current client communications. So you don’t have to start from scratch, the fpPathfinder team has created an email template you can use. Feel free to use it as it’s written or as inspiration.

Get The Summary Checklist In Front Of Your Clients

The “What Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0” summary checklist will serve both you and your clients well. Premier fpPathfinder members can use the Public Share Link + the email template to scale their client communications. It’s possible that Deluxe fpPathfinder Members may want to attach the white-labeled checklist to a client email, use it during a meeting, and offer it as a takeaway to fuel future conversations. For the Essentials fpPathfinder Member, consider using it to prep for meetings so you’re ready to lead actionable conversations. 

Not yet an fpPathfinder member? We can help you with that. You can visit the Become A Member page to explore Premier, Deluxe, and Essentials membership and select the one that moves you closer to your goals. If you’d like a more personalized experience, register for a live demo with the fpPathfinder team. Bring your questions, and we’ll be happy to answer them on the spot! 

Schedule A Live fpPathfinder Demonstration

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“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
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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