Cash Flows 101 | 🎓 RightCapital Academy

  Рет қаралды 605

RightCapital

RightCapital

Күн бұрын

Cash Flows are a crucial component of any financial plan, and knowing where to find the necessary information is key. Join us as we explore the Retirement Cash Flows in more detail and discuss best practices you should know about. During this webinar, we will highlight:
• Reviewing important Cash Flow features
• Leveraging Cash Flows Maps
• Utilizing custom return scenarios
• Tailoring the Cash Flow reports
[Originally presented 4/12/24]
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*Source: The Kitces Report - 2023 AdvisorTech Study, www.kitces.com...
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