Release Date September 30, 2008

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

Included in this release are the OAS rates for the fourth quarter of 2008, July 2008 - June 2009 GST Credits and the Canada Child Benefits.

We also have made some adjustments to improve performance, and there has been some minor changes to a couple of the templates in this release.

Financial Planning Spreadsheet © Professional - What's Coming

Financial Planning Spreadsheet © Professional - Prior Versions

Getting The Update
These enhancements to our software are supplied without charge to all those that have purchased our software in the previous year and to all registered users who are on our "Annual Software License" with updates.

If you want to login and download the update now:
Click here.



If you want to download any of the slideshows please click on one of the links below:
Getting Started –Training slide show

How to prepare a Financial Plan –Training slide show

A Sample Financial Plan –Training slide show

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Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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