FP Alpha Deep Dive: New Tax Planning Tools

Join Dillon Gilpatrick, Director, Customer Success at FP Alpha, as we walk through several key features of our tax planning tools. During this webinar, we will cover a sample client file while we discuss the new functionality found in the New Tax Projector and New Roth Conversion Simulator!

Watch 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