Why Financial Planners and Advisors Should Compare Scenarios to Optimize Client Outcomes - Learn how

Описание: In this video we focus on demonstrating how to compare scenarios.

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CHAPTERS:
00:00 Introduction and Agenda
03:55 Review Scenario Setup
09:35 Planning Pages
11:20 Entering Adding and Removing Overrides (Contributions)
14:45 Copying and Switching Scenarios
18:50 Comparing Scenarios
21:30 Changing the Order of Withdrawals
25:45 Editing Expenses / Running Sustainable Spending Recommendation