YouTube Channel

Video tutorials are added from time to time to address various aspects of the use and operation of this site. RetireWare has also a YouTube channel where all videos are posted.

General

All tutorial videos are posted on the RetireWare YouTube channel.

Site Navigation

This video will show you the site navigation. See the power, ease-of-use, intuitive user interface, wizards and dozens of special features. This applies to all versions.


Getting Your Results

This video will show you how to complete a calculation. This applies to all versions of RetireWare.



Doing a calculation for both spouses

This video will show you to do a financial plan for two spouses. This applies to all versions of RetireWare. This short video looks at a simple case for two spouses with only RRSP assets.


Upcoming Video for Free Version Provided by Your Advisor

Using the Free Version

This video will show you how to use the free verion of RetireWare provided by your financial advisor.

Upcoming Video for All Versions

This applies to the DIY, Professional and Collaborative versions.

Your Results: the View Menu

This video will show you the calculation results displayed on the View page.

Your Results: the Review Menu

This video will show you the calculation results displayed on the Review page.

Financial Information

This video will show you how to enter financial information.

Doing a Budget

This video will show you how to complete the pre-retirement and post-retirement budgets.

Pensions

This video will show you how to complete the pension information.

Selecting Program Options

This video will show you how to select program and calculation options.

Upcoming Videos for Professional Collaborative Version

These apply only to the Professional Collaborative version of RetireWare.

Creating Plans and Providing Account Access

This video will show you capabilities of the Professional Collaborative version of RetireWare.

Managing Your Users

This video will show you how to manage your user base.

Building Your Profile

This video will show you how build a profile that your your users will see when they login to their account.

Customizing your Users' Experience

This video will show you how to publish news to your user group. You will also learn how to customize your users' experience by changing the colour for the top and bottom navigation and add your company logo to harmonize qith your corporate website look and feel.


For Advisors



If you're a financial advisor, Subscribe today and try the professional version of RetireWare risk-free for one month. You can decide to cancel your subscription and get a full refund in the first 30 days. No strings attached!