(WEBINAR) ⚙️ Rebasing a scenario in the new year (January 8, 2025)
This 45-min session focuses on rebasing an existing scenario for a couple pre-retirement. We discussed what rebasing means, why we do it and how to compare it to the previous version.
Section 1. What rebasing is and why it needs to be done [01:55]
- Selecting the year in which to start the projections
- Reviewing the Basic Assumptions
- Reviewing the Financial Data Updates and other improvements from the last year
Section 2. Rebasing a scenario — a detailed example [10:30]
- Rebasing a scenario in the new year
- Reviewing and updating the rebased scenario
Section 3. Comparing Scenarios [28:30]
- Using the Scenario Comparison feature