December Wealth Wednesday Recap
Автор: Ideal Retirement Solutions
Загружено: 2026-01-29
Просмотров: 43
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Topic: Making the Most of Your Client Dashboard
December’s Wealth Wednesday was all about getting organised and setting the foundation for smarter financial decisions going into the new year.
In this recap, we walk through the Client Dashboard and how it brings everything together in one place — from setting up your profile to managing key areas of your financial life. We cover how the dashboard supports tax planning, estate planning, and retirement planning, plus how the File Vault helps keep your important documents secure, accessible, and easy to manage.
If you want a clearer picture of where you stand financially — and a simpler way to stay on top of it all — this session is a great place to start.
Episode Timestamps:
00:00 to 01:55 = Getting Started
01:56 to 15:18 = Setting up Profile
15:19 to 20:59 = Tax Planning
21:00 to 22:01 = Estate Planning
22:02 to 25:10 = Retirement Planning
25:11 to 26:20 = File Vault
26:21 to Finish = Summary
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