Skip to content
FacebookLinkedInTwitterInstagram
  • Cart
Brentmark Curator | Brentmark, Inc. Logo
  • ABOUT
  • SHOP
    • Partner Products
    • Brentmark Products
  • CLIENT PORTAL
  • About
    • Contact
  • Shop
    • Curator Subscriptions
    • Brentmark Products
    • Partner Products
  • Login

Getting Familiar with the Program

You Are Here: :Home>Forums>Support Library>RSL – Retirement Strategies LIVE>Getting Familiar with the Program
Getting Familiar with the ProgramKathleen Reynolds2022-11-04T13:34:53+00:00

› Forums › Support Library › RSL – Retirement Strategies LIVE › Getting Familiar with the Program

Viewing 0 reply threads
  • Author
    Posts
    • Kathleen Reynolds
      Keymaster
      November 3, 2022 at 8:31 pm
      Post count: 428
      #3581

      General Functionality

      • How to Navigate the Different Input sections?
      • How to Save and Clear Data inputs?
      • How to Import an Existing Data file?
      • How to get Generic Help, such as Technical Support?
      • How to get Help for Inputs in a Specific Section?
      • Where is the Dedicated Input Area for each Input Section?
      • Are there Onscreen Reports Available, or do I have to always Print to PDF to get results?
      • What are the Available Report Options?
      • How do I Print Results?

      Screen Specific Topics

      • Details
      • Beneficiaries
      • Assets
      • Strategies
      • Cash Flow
      • Conversions
      • Life Insurance
      • CRUT
      • CRAT
      • Qualified Charitable Distributions (QCD)

      Printing Reports (PDF)

      • View Sample Report
      • Types of Information Included
  • Author
    Posts
Viewing 0 reply threads
  • The forum ‘RSL – Retirement Strategies LIVE’ is closed to new topics and replies.

PARTNER SPOTLIGHT

Brentmark Curator Partners

Created By:

SUBSCRIBE NOW:

Brentmark Curator
©2023 Brentmark Curator created and published by Brentmark, Inc. | All Rights Reserved. | Legal Notifications and Agreements

You will be temporarily redirected to the Brentmark.com HQ page to complete your purchase. Thank you.

Go to Top