Meaningful Academy
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5. Planning With Voyant
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Lessons in this Module:
Important Privacy Notice
Introducing Voyant Go
Building Your Plan
Adding People
Introducing the Timeline
Some Important Assumptions
Adding Incomes
Savings & Investments
Property
Pensions
Adding Expenses
Scenarios and Reporting
The Let’s See Charts
Protection and Legacy
Insights
What If Scenarios
Reporting
Plan Administration
Updating a plan year
