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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