Planit:Estate Planning Goals and Objectives

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How can I interpret and present the 'Estate Planning Goals and Objectives' page of my client's document?
• Education on main principles
• Customize client-specific concerns
• Estate needs - strategy

Keep on Track! Continue training on...
Integrated Financial Plan Practice Management

Other Related Topics
Introduction to the Integrated Financial Plan Your Goals and Objectives Introduction to Integrated Planning
Introduction to the Will Information Screen Your Needs Self Analysis


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.