WealthTrace Webinar: How to Use WealthTrace

Thirty minute webinar on how to get started using the WealthTrace financial and retirement planner. We go through how to interpret results on the Home screen and Monte Carlo screen. We also dive into viewing historical data and running what-if scenarios.

Пікірлер: 2

  • @joeprince3921
    @joeprince392126 күн бұрын

    Very helpful. Thank you for rebroadcasting the Webinar.

  • @JackRivs-o8u
    @JackRivs-o8u19 күн бұрын

    Very helpful. I learned new features. Well worth the time to watch.