fpPathfinder

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

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Client Meetings & Client Service Calendar

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
Client Annual Review
Category: Client Meetings & Client Service Calendar
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
New Client Review
Category: Client Meetings & Client Service Calendar
Important Milestones
Category: Client Meetings & Client Service Calendar
Master List Of Goals
Category: Client Meetings & Client Service Calendar
Topic Bundle: Client Service Calendar
Category: Client Meetings & Client Service Calendar

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
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