99.5% Act Webinar with Steve Siegel

Join financial and estate planning expert Steve Siegel for this lively webinar as he walks through planning for the everyday in light of the 99.5% Act and Estate Planning.

Speakers:

Steven G. Siegel, JD, LLM, President of The Siegel Group
Andrew Altfest, MBA, CFP®, President
Ekta Patel, MBA, CFP®, Director, Advisor
Jason Yoo, CFP®, Senior Advisor

View the webinar here.

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, we invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

Take Survey