Canadian Retirement Planner's Software
Features and Components


Tool for the Planner
The Software is designed to be used by a professional planner to explore alternative strategies for using financial resources and accumulating retirement funds.

Raison D'être
The mission for the Software is to enable personal financial planners to efficiently produce high quality reports using computer technology.

Retirement Planning Theory
The Software includes two chapters that explain the basic theory of preparing post-retirement plans and retirement savings plans.

Graphics
The Software produces financial graphics to enable the client to readily understand their financial situation and the results of your recommendations.

Audit Trails
The Software produces reports which show the year by year accumulations and use of savings to provide retirement funds, so that you do not have to rely solely upon the integrity of complex formulas.

Calculations
The program automates the preparation of projections of retirement income and the calculations of the additional capital required at retirement. It provides a menu of commands to enter assumptions, view the results, print reports and prepare draft plans.

User's Manual
The User's Manual provides straightforward instructions on how to prepare a retirement plan using the software and wordprocessing files. A supporting tutorial guides you through the preparation of a plan and shows two completed sample plans.

Questionnaire
A questionnaire is included with the Software.

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