Profiles Professional Training & Support
Elective module:
Retirement Distribution
This module will enable you to
Manage clients in or near retirement with the Detailed Cash Flow mode
- Upgrade cases to the Detailed Cash Flow mode
- Utilize the features of a Detailed Cash Flow mode to review near or at retirement cases
- Model and assess detailed Retirement income sources
- Manage current and future expenses
- Customize the distribution of assets
- Review retirement output pages
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 16 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 |
