Planning Toolkit Tips

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Featured Tip
	New Concept Pages

	Customizing the Letter of Engagement
	Emailing a Financial Plan
	Changing the Advisor Name and Title
	Updating CPP and OAS Numbers
	Printing a Fact Finder/Questionnaire
	Retirement Module - Supporting Tables
	Retirement Module - Major Cash In/Outflows
	Creating Retirement Plan Scenarios
	Plan Summary Modules
	Single Need Analysis
	Updating Data from Other Modules