Release Date October 3, 2008

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

In this release there has been a couple of minor changes to the Funding Requirements for Retirement reports and charts.

We also have made some adjustments to improve performance.

There is no additional charge for these changes to currently licensed users of our software.

Financial Planning Spreadsheet © Professional - What's Coming

Financial Planning Spreadsheet © Professional - Prior Versions

Getting The Update &/or The Slide Shows
These enhancements to our software are supplied without charge to all those that have purchased our software in the previous year and to all registered users who are on our "Annual Software License" with updates.

If you want to login and download the update now:
Click here.



If you want to download any of the slideshows please click on one of the links below:
Getting Started –Training slide show

How to prepare a Financial Plan –Training slide show

A Sample Financial Plan –Training slide show

Toll Free: 1-800-694-9996
Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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