Planit:Retired Clients

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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 enter information properly for a client that is already retired?
• Planning Assumptions - retire age, edit benefits to exact amount
• Cash Flow incomes, input or calculate for family expenses, detailed cash flow
• Objectives - only retirement lifestyle - edit it to be appropriate
• Savings - empty
• Modelling Assumptions - no work longer

Keep on Track! Continue training on...
Modular Planning Life Planning
Integrated Planning Planning Assumptions Screen
Cash Flow Management Screen Goals and Objectives Screen
Pensions and Other Revenues Screen Savings Screen
Modelling Assumptions Screen Results Screen

Other Related Topics
Retirement Age Introduction to the Planning Assumptions Screen (Canada) Introduction to the Planning Assumptions Screen (Malaysia)
Introduction to the Cash Flow Management Screen Detailed Cash Flow Introduction to the Goals and Objectives Screen
Default Revenues Introduction to the Savings Screen (Canada) Introduction to the Savings Screen (Malaysia)
Retirement Thresholds Introduction to the Modelling Assumptions Screen Introduction to the Results Screen

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.