Join Dillon Gilpatrick, Director, Customer Success at FP Alpha, to review a sample case focusing on the Tax Planning module. We’ll review the process of completing the questionnaire, go over the components of the Tax Snapshot, discuss Planning Opportunities and review the resources available to help you model certain tax planning scenarios. This is a great opportunity to provide your client’s with a tax summary and advice.
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.
