These are a few examples of client communication tools available via Forefield Advisor. If you are a member of the PFP Section, inclusive of PFS Credential holders, you already have full access to Forefield as a part of your member benefits. When you access Forefield Advisor, you will be prompted to enter your user name and password at which time you will taken directly to the Forefield homepage where you can access a multitude of resources.
If you are not currently a PFP Section member and would like to join to gain access to Forefield Advisor, among other benefits, visit www.joinPFP.org.
Note that documents can be saved as PDFs, HTML or Word documents and can be excerpted or added to your personalized content as relevant. Click on the links below to jump to a list of examples.
Quick links: Concept Pieces | Case Studies | Presentations | Consumer Alerts | Advisor Alerts
11 Ways to Stay Sane in a Crazy Market
Active Versus Passive
Key Estate Planning Documents You Need
Retirement Plans for Small Businesses
Roth IRA Conversions
Business Succession Planning
Charitable Lead Trust
529 Plans and Estate Planning
Family Business Succession Planning
Planning for Social Security
Transition into Retirement
How Much Annual Income Can Your Retirement Portfolio Provide?
2011 Tax Changes At a Glance
Client Summary of Health Care Reform Law
Estate Planning in a Declining Market
Estate Planning Key Numbers
American Recovery and Reinvestment Act
Homeowner Affordability and Stability Plan
Worker-Retiree and Employer Recovery Act of 2008