Time Segmentation Mechanics and Philosophy
Learn about the fundamental building blocks and moving parts of a Time Segmentation plan
Learn about the fundamental building blocks and moving parts of a Time Segmentation plan
Collection of views that focus on the allocation of plan assets across time segments.
Customize your time segment structure and edit their attributes, such as rates-of-return for each’s growth and distribution period.
Phil discusses segment theory, structure, and customization.
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