Planit:Retirement Goal Audit
From Planipedia
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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.