Planit:Sale of a Cottage

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 include the expected sale of a cottage into my client's plan?
• Personal Use account
• Asset disposition data entry
• Preview record in Pensions & Other Revenues

Keep on Track! Continue training on...
Life Planning Integrated Planning
Modular Planning Pensions and Other Revenues Screen

Other Related Topics
Default Revenues Disposition Strategy Add a Personal Use Asset

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.