NaviPlan Standard Training & Support
Elective module:
Advanced retirement features
Objectives
• Modify the liquidation order of retirement assets
• Utilize the annuitization feature
• Use probability analysis to evaluate scenarios
• Interpret the Retirement Distribution Summary client report
| Self Study Options | Cost | Time |
| FREE | Self-paced | |
| Instructor Led Options | Cost | Time |
| $50 USD | 90 minutes | |
| Contact us | 1-2 days | |
