Planit:Life Goals Retirement Strategy

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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 interpret and present the 'Life Goals Retirement Strategy' page of my client's document?
• Review different inflow and outflow sections
• Change column for goal reduction etc
• Auto Model process steps

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

Other Related Topics
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Introduction to Life Planning
Life Goals Retirement Analysis Table A Comparison of Results Auto Model Process

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.