FAQs

|FAQs

Parent category for all FAQ’s.

26 08, 2020

Navigating Estate & Charitable Planner LIVE

By |2020-08-26T15:00:49-04:00August 26th, 2020|Comments Off on Navigating Estate & Charitable Planner LIVE

The following video tutorial will walk you through accessing and navigating the basics of Estate & Charitable Planner LIVE (web application). This video includes how [...]

17 08, 2020

Installing Multiple Licenses

By |2020-08-17T15:22:42-04:00August 17th, 2020|Comments Off on Installing Multiple Licenses

How do I install multiple licenses? If you have multiple licenses, you will see the ability to download an installation for each license.   There is [...]

17 08, 2020

Performing A Silent Install/Uninstall

By |2020-08-17T11:16:02-04:00August 17th, 2020|Comments Off on Performing A Silent Install/Uninstall

We install programs on our network through SCCM.  How can I perform a silent install? At the command prompt window, enter the following: <setup.exe> /s [...]

14 08, 2020

Programs Affected by The SECURE Act

By |2020-08-14T14:22:46-04:00August 14th, 2020|Comments Off on Programs Affected by The SECURE Act

What programs incorporate The SECURE Act:   Retirement Plan Analyzer Retirement Distributions Planner Retirement Distributions LIVE Charitable Financial Planner LIVE Estate & Charitable Planner LIVE