In this session we will take you on a deep dive of buy/sell transactions highlighting some unique features, common missteps, and best practices.
Looking for specific information on Buy/Sell Transactions?:
Jump ahead using the chapter timestamps shown below:
- Reviewing Client Information 5:37
- Advanced Facts 6:11
- Where to Find Buy/Sell Transactions in the Facts 6:45
- Why we do not recommend using Facts to model Buy/Sell Transactions 7:48
- How to model Buy/Sell in the Plans tab 10:03
- Downsize Home in Retirement in Advanced Planning 11:10
- Selling a Business in Advanced Planning 23:43
- Reviewing the Goal Planner Tool 41:53
- Presenting in Decision Center 43:41
- Knowledge Base Resources 46:15
- Key Takeaways 47:31
Additional Resources:
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