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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

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

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The SECURE Act 2.0 Summary Checklist

January 19, 2023
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

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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.
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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Recent Blog Posts

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  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

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Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member