This session is entirely dedicated to our Decision Center interactive planning tool. We will cover all of the features, including the recent updates in the tool while showing how to effectively utilize this tool in a comprehensive planning meeting.
Jump ahead by referring to the chapter timestamps below:
- Plan 9:39
- What-If’s 11:00
- Insights and Solvers 11:14
- Selecting a Report 14:18
- Projections and Values 18:39
- Running Monte Carlo 20:28
- Adding Techniques 25:22
- Editing a Plan 32:12
- Longevity Risk 49:28
- Estate Planning 52:37
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