We are excited to sponsor this week's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss retirement savings strategies.In this follow-up video, Advicent vice president of financial planning Tom Burmeister demonstrates how NaviPlan can be used to kickstart the retirement planning conversation with the NaviPlan Guided Retirement tool.For more information, visit: advicentsolutions.com/products/naviplanTags: NaviPlan, Guided Retirement, financial technology, Advicent, needs analysis, FinTech, financial services, financial advice, financial advisors, Tom Burmeister, financial planning, Ben Carlson, retirement planning, Animal Spirits podcast, goal discovery and Michael Batnick
Advicent is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance.