NaviPlan Standard Training & Support
Elective module:
Retirement distribution planning
This module will enable you to
Create and implement distribution strategies in a retirement scenario for clients near or in retirement
- Transfer funds between non-qualified and qualified accounts
- Modify the liquidation order of retirement assets
- Modify the social security start date
- Convert non-annuity assets to a fixed income stream to cover a defined fixed income gap
- Create additional retirement incomes and expenses
- Create new non-qualified accounts and annuities
- Evaluate relevant output pages in a client report to assess the clients’ progress towards their retirement goal
| Self Study Options | Cost | Time |
 Recorded, Web-Based Training Session |
FREE | 48 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the NaviPlan Standard v11.0 training materials you see here are still relevant for v11.2.
