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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	$50 USD	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.

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Net worth module : : Cash flow module : : Accumulation goals module : : Asset allocation module : : Retirement goal analysis module -------------------------------- Elective Modules : : Retirement distribution planning module : : Protection planning module : : Estate objectives and testamentary trusts module : : Gifting, ILIT’s and bequests module : : Monte Carlo Sensitivity Analysis module