Thursday, Feb 9, 2023 at 2:00 PM ET
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Join us for a live webinar to see how the fpPathfinder + Wealthbox integration helps advisors create engaging, organized planning opportunities with clients. This webinar will cover:
Speakers
Co-founder
fpPathfinder
Product Specialist
Wealthbox
“fpPathfinder's partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
Michael Lecours
Co-Founder of fpPathfinder.