December Wealth Wednesday Recap скачать в хорошем качестве

December Wealth Wednesday Recap

Topic: Making the Most of Your Client Dashboard December’s Wealth Wednesday was all about getting organised and setting the foundation for smarter financial decisions going into the new year. In this recap, we walk through the Client Dashboard and how it brings everything together in one place — from setting up your profile to managing key areas of your financial life. We cover how the dashboard supports tax planning, estate planning, and retirement planning, plus how the File Vault helps keep your important documents secure, accessible, and easy to manage. If you want a clearer picture of where you stand financially — and a simpler way to stay on top of it all — this session is a great place to start. Episode Timestamps: 00:00 to 01:55 = Getting Started 01:56 to 15:18 = Setting up Profile 15:19 to 20:59 = Tax Planning 21:00 to 22:01 = Estate Planning 22:02 to 25:10 = Retirement Planning 25:11 to 26:20 = File Vault 26:21 to Finish = Summary