Planit:Life Goals Retirement Analysis Table

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In this Video you will Learn...
How do I interpret and present the 'Life Goals Retirement Analysis' page of my client's document?
• Review different inflow and outflow sections
• Shortage or surplus with no change

Keep on Track! Continue training on...
Personal Financial Strategy Integrated Financial Plan
Initial Assessment

Other Related Topics
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Introduction to Life Planning
Life Goals Retirement Strategy A Comparison of Results


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.