Planning Reports and Deliverables (Training Webinar)

Every eMoney report stems off of the Cashflow simulation, but is to a particular planning topic. In this webinar, we take a deeper dive into our most popular reports. We discuss how to use each plan for your client then walk through the process of creating a deliverable.

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Topics Covered

• Investments
• Monte Carlo
• Retirement and education planning
• Life, disability and long term care instructions
• Estate planning
• Creating presentations

Resources

• Reports Overview
• Generate Reports
• Suggested Reports by Planning Technique

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.