In this session, we gained a deeper understanding of Monte Carlo projections which included simulations, important tips, and how to use these simulations to prepare clients for the future.
The presentation of the material in this video may be different than what you saw live, but the content is the same.
Jump ahead using the chapter timestamps shown below:
- Adding a Sample Client 9:04
- Adding Investment Assumptions under Facts 12:50
- Reviewing Market Indices 17:06
- Adding Taxable Investments under Investments within the Facts 21:31
- Reviewing Outputs with Reports 24:12
- Reviewing the Monte Carlo Reports 29:02
- Reviewing the Simulation within the Facts 37:18
- Monte Carlo in Advanced Planning 39:42
- Monte Carlo in Goal Planner 44:45
- Monte Carlo in Decision Center 46:53
- Monte Carlo in the Settings 50:58
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