NaviPlan® Dialogs Newsletter (Canada)
Volume 10 Issue 4
In this issue
Options for calculating retirement expenses in NaviPlan Select
This article outlines the benefits of using the options under Calculate Retirement Expenses in the Retirement category in NaviPlan Select.
Reasons why goal coverage for retirement doesn’t show 100% in NaviPlan Select
This article reviews some common reasons why your clients’ retirement goal coverage may not be appearing as 100% in NaviPlan Select.
NaviPlan Select: Custom templates for client reports
Learn how you can save time by creating custom templates for client reports in NaviPlan Select.
NaviPlan Select training: Where to begin
Read about the training options available for NaviPlan Select users.
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