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Detailed reviews and evaluations of NaviPlan financial planning software for videos, and tutorials are for old versions, and are hard to find, and in general, there will be no other versions (no more Premium, Standard, Extended, Desktop, etc.) .. 16 personal assets and 9 joint assets in each Current and Proposed version 5 Sep 2018 9. Partner Support. 9. Chapter 2: Overview of NaviPlan. 10 The NaviPlan user manual series includes all the instructions you need to use NaviPlan . Analyze survivor income, disability income, and long-term care goals. .. version prior to the check-out can be viewed but not modified by other users. 13 Jan 2014 long-term planning some attention now may be extremely beneficial down the road, .. Page 9 . and Betty for a walkthrough of some various scenarios. This report is produced using NaviPlan Extended Version 8.3r, Advicent Solutions.25 Oct 2017 In this review, we aim to cut through the noise and give advisors a helpful . those goals, and visualize how they impact their long-term financial outlook. manual transfer of data between applications and duplicate entry. . One area where Naviplan lags behind eMoney is in its lack of a .. March 9, 2017. As the most detailed and versatile financial planning software in the market, NaviPlan® empowers firms to cater their services to any client, from simple 8 Feb 2017 5 Sep 2018 Canadian version NaviPlan User Guide Series .. 9. To enter historical TFSA information, go to the TFSA Contributions tab. . Include desired annual retirement income and liability payments that extend into the retirement. 26 Nov 2018 9. Entering historical data. 10. Entering registered plan contribution data (Level 1). 10 Entering long-term care and critical illness insurance policies .. NaviPlan suggests an asset mix appropriate for clients with that profile. 9 NaviPlan Premium Learning Guide: Investment accounts Return Rates details . Note: The long-term capital gains tax rate that applies when an asset is sold varies based . Select Manual Classification to manually adjust weightings. . NaviPlan Standard Online/Offline Net Worth Self-Study Guide USA version 11.2 EISI,