NaviPlan v12.0.1.1 - USA

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NaviPlan Select Training & Support

Core module:
Set retirement, education, major purchase and emergency fund goals

This module will enable you to

Define your clients' retirement, education, major purchase, and emergency fund needs.

• Identify goal assumptions
• Define your clients' retirement goal
• Define your clients' education goal
• Define your clients' major purchase goal
• Define your clients' emergency fund goal
• Establish goal funding to assign specific amounts to goals
• Verify the data using stand-alone reports

Self Study Options	Cost	Time
View Video Clip	FREE	20 min
Download Learning Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Thursday November 17 10:00 AM CT Thursday December 15 10:00 AM CT	$50 FREE	90 minutes
Register for Classroom training	Contact us	1-2 days

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Lifestyle assets and liabilities : : Investment accounts : : Cash flow : : Set Retirement, Education, Major Purchase and Emergency Fund goals : : Analyze, compare, and create plan scenarios : : Analyze, compare, and present retirement scenarios : : Present results -------------------------------- Elective Modules : : Client and Plan Management : : Asset Allocation Assessment : : Financial Assessment : : Business entities : : Existing insurance coverage : : Stock options : : Set insurance goals : : Model the current estate plan : : Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability : : Analyze, compare, and present education and major purchase scenarios : : Analyze, compare, and present insurance scenarios : : Analyze, compare, and present estate planning scenarios : : Model financial strategies