Planit:Savings Screen

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The Savings screen identifies the savings that the client is currently doing, based on information flowing from the Assets & Liabilities screen, as well as additional future savings. Take a look at the topics below, which will help guide you through the various features of the Savings Screen.

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Savings Screen Training Order Title Description Key Points Level Generic Canada Malaysia 1 Introduction to the Savings Screen What do I enter on the Savings Screen? Purpose of the screen Overview of data entry required 1 Video Video 2 Add or Tier Savings How do I show additional savings in my client's plan, say after a mortgage is paid off? Expand savings stream Detailed data entry required 1 Video 3 Employer Contributions How do I show an employer's contribution to my client's pension fund? When appropriate Savings screen, employer match 1 Video 4 Government Grants How do I add a government grant - for education, retirement, or other purposes? When appropriate Savings screen, employer match 1 Video 5 Multiple Scenarios How do I compare different scenarios on my clients' financial goals? Introduction to concept and tabs Some example scenarios Current and Active tabs Make data entry changes for a scenario See results for each scenario 2 Video Retired Clients How do I enter information properly for a client that is already retired? Planning Assumptions - retire age, edit benefits to exact amount Cash Flow incomes, input or calculate for family expenses, detailed cash flow Objectives - only retirement lifestyle - edit it to be appropriate Savings - empty Modelling Assumptions - no work longer Video Defined Contribution Pension How can I include a defined contribution pension into my client's plan? Contribution Pension as account Custom product allocation breakdown Or add detailed products if known Balance and savings Employer contribution C Video Group RRSP How do I properly include a Group RRSP into my client's plan? Group RRSP account Detailed, summary or custom assets Savings and contributions C Video Education Goal (Life Planning) How do I show my clients' objective to cover educational costs for their children? Process flow options Add objective Tie to education accounts, savings 2 Video Education Goal (Modular) How do I show my clients' objective to cover educational costs for their children? Process flow options Add objective Tie to education accounts, savings C Video Active Scenario What is an active scenario? How do I change the active scenario? Where do I see the data entry for a particular scenario? Introduction to multiple scenarios Change scenario - Planning Assumptions Edit scenario Screens affected 2 Video Death Scenario What does the 'Death' tab mean on my screen? How do I use a scenario planning for the event of my client's death? Intro to multiple scenarios, immediate death Add specific savings, revenues, goals etc. Example revenue entry 2 Video Disability Scenario What does the 'Disability' tab mean on my screen? How do I use a scenario planning for the event of my client's disability? Intro to multiple scenarios, immediate disability Add specific savings, revenues, goals etc. Example revenue entry 2 Video EPF Contributions How do I properly show employee and employer contributions to EPF Accounts? Calculation of contributions Employee savings on Assets and Liabilities Savings screen, employer contribution to Account I Cash Flow screen, employer contribution to Account II 1 Video Indexation What does the Indexation field mean, and how does it affect my client's plan? Alternative to inflation Example of different index (inheritance, education costs) Future Value of revenue or expense relative to rest 1 Video