Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate their top three favorite reports in eMoney Advisor Advanced Planning software.
Jared’s Top 3 1. Subreport “Tax Type” under “Assets” 2. Income Tax 3. Balance Sheet
Greg’s Top 3 1. Ledger 2. Cash Flow 3. Sub Report “Beneficiaries” under “Fact Summary”
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