Recorded Webinar

Year-End Planning Made Simple with fpPathfinder + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

The end of the year is the perfect time for advisors to get organized and set the stage for a strong start to 2026. Join fpPathfinder and Wealthbox for a webinar focused on year-end planning strategies that help you close out the year efficiently and plan ahead with confidence. During this session, we’ll highlight how advisors can use the fpPathfinder Service Calendar Workflows, two purpose-built templates designed to simplify annual client service scheduling and ensure nothing falls through the cracks.

This webinar will cover

1 How to review and wrap up key client service items before year-end
2 Using fpPathfinder’s Service Calendar Workflows to plan for 2026
3 Tips for automating recurring client touchpoints inside Wealthbox
4 Best practices for staying organized and proactive throughout the year

SPEAKERS

Jim Carlson

Wealth Advisor

Gannett Wealth Advisors

Chris Kopanski

Head of Customer Education

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

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