NaviPlan Select Training & Support
Core module:
Analyze, compare, and present retirement scenarios
This module will enable you to
Analyze your clients' retirement income needs, compare alternatives, and present a recommended scenario to help them achieve their retirement goal.
- Assess the clients' current financial situation
- Create recommendations in an alternative retirement goal scenario
- Present your retirement recommendations to your clients
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 18 min |
 Download Learning Guide |
FREE | Self-paced |
| Case study: Show me my retirement options |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session
Upcoming sessions Friday December 16 10:00 AM CT Friday January 13 10:00 AM CT Friday February 17 10:00 AM CT Friday March 16 10:00 AM CT |
90 minutes | |
| Register for Classroom training | Contact us | 1-2 days |
