Planit:Goals on Death and Disability

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 do I show a goal that my client has specifically in the event of death or disability?
• Death and disability tabs
• Add objective
• Data entry example

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen

Other Related Topics
Add Objective Death Scenario Disability Scenario


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.