NaviPlan Select Training & Support
Elective module:
Model financial strategies
This module will enable you to
Model recommended financial strategies to help your clients improve their cash flow, net worth, and overall goal success.
- Implement additional savings strategies (qualified, non-qualified, and 529 plans)
- Implement extra loan payments (debt reduction)
- Implement downsizing a house and investing the proceeds
- Save or spend cash flow surpluses using a surplus savings or an expense strategy
- Transfer accounts using a transfer strategy
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 24 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session
Upcoming sessions Monday November 21 10:00 AM CT Tuesday January 24 10:00 AM CT Tuesday March 27 10:00 AM CT |
FREE | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
