NaviPlan Select Training & Support
Elective module:
Model the current estate plan
This module will enable you to
Define estate planning assumptions in NaviPlan, as well as model the estate planning strategies your clients are currently performing in their existing estate plan.
- Identify estate planning assumptions
- Model funded trusts
- Capture gifting growth and history
- Establish a living trust and modify asset availability
- Model a testamentary trust
- Identify the estate liquidation order
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 30 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Case study: Estate planning – reduce your clients’ taxes |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session
Upcoming sessions Tuesday November 22 10:00 AM CT Wednesday January 25 10:00 AM CT Wednesday March 28 10:00 AM CT |
FREE | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
