The Advanced Planning tools allow you to recommend alternate strategies and hypothetical scenarios to your clients, so you can clearly outline their options for reaching their financial goals.
This webinar is a high-level overview of Advanced Planning Scenarios and how to use tools such as the Goal Planner, Decision Center and Distribution Center.
- How to Build Alternative Scenarios and Recommendations
- Stress Testing a Plan Using What-If’s
- How to Overlay a Scenario or What-If onto Advanced Reports
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.