Meaningful Academy

Introducing the Timeline

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
Plan Administration
- Updating a plan year

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