Maximizing Retirement Analysis | 🎓 RightCapital Academy

Mastering the Retirement Analysis can elevate your practice in many ways, from helping your clients plan for the unexpected to showcasing the value and impact of your tailored recommendations. Join us as we delve into the Retirement Analysis module in the context of a pre-retiree case study. During this session, we will explore:

• Key information and visuals in the module
• Interpreting the Monte Carlo analysis
• Action Items tips & tricks
• Working with Multiple Proposals

[Originally presented 2/16/24]

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📊 About RightCapital

RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction*.

*Source: The Kitces Report - 2023 AdvisorTech Study, https://www.kitces.com/wp-content/upl...

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