Planit:Retirement Goal Audit

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In this Video you will Learn...
How can I help my client determine the income they will need to fund his/her retirement lifestyle?
• Different clients need different lifestyles in retirement
• Audit tool as value added
• Audit data fields and calculation

Keep on Track! Continue training on...
Calculators Practice Management
Modular Planning Life Planning
Integrated Planning Goals and Objectives Screen

Other Related Topics
Tiered Retirement Lifestyle Building Trust Introduction to the Goals and Objectives 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.


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To download our audit spreadsheet which will walk you through the audit process, click here

Use a Retirement Goal Audit to make sure your client's retirement objectives are realistic given their current lifestyle. Below is an example of the analysis.

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