Forefield Advisor: Client Communication Examples 

    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 member and would like to gain access to Forefield Advisor, among other benefits, join the PFP Membership Section.

    Note that documents can be saved as PDFs, HTML or Word documents and can be excerpted or added to your personalized content as relevant. 


    Concept Pieces

    What is a CPA/PFS

    Active Versus Passive

    Eleven Ways to Stay Sane in a Crazy Market

    Key Estate Planning Documents You Need

    Retirement Plans for Small Businesses

    Roth IRA Conversions


    Case Studies

    Business Succession Planning

    Charitable Lead Trust

    Dynasty Trust



    529 Plans and Estate Planning

    Estate Tax

    Family Business Succession Planning

    Planning for Social Security

    Transition into Retirement

    Education Savings (Customized Presentation: PDF version | HTML version)

    Consumer Alerts

    Client Summary of Health Care Reform Law

    Health Care Reform:  Looking Back and Looking Ahead

    How Much Retirement Income Can Your Retirement Portfolio Provide?

    IRS and Treasury Department Provide Guidance on Same-Sex Marriage
    Advisor Alerts

    Small Business Jobs Act of 2010

    Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 
    Resource Centers

    These pull together a variety of resources on categories of clients including presentations, videos, seminars, FAQs, and additional articles.  There are resources covering Retirement Plan Participants, Women, Social Security, and Health Care Reform.  View topics included in each Resource Center.

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