Community
There are loads of 'expert' opinions out there - from CNBC to the Wall Street Journal. There's also Voyant Community, a fully-featured social networking platform that links you to a broad community of friends, family and trusted advisors. Voyant Community lets you chat online, participate in forums and interactively (and anonymously) share your plan with others - including members of affinity groups with similar interests, concerns and questions. Real Time ChatIn can be difficult to wait for an answer to a pressing question. Chat connects you in real time to others who can offer valuable information, support and guidance. Affinity GroupsAre you trying to balance retirement versus college savings? Working out a retirement income plan? Or figuring out how to fund a new business while sending your children to private school? You're not alone. Other community members are trying to resolve these same issues. Join or start an affinity group to share or learn more about topic-specific planning strategies. Private ChatIf you want to have a limited conversation, create a private chat with a select group of invitees. Voyant ForumsSince not all conversations can happen immediately, you can use Voyant Forums to learn and share planning strategies and participate in affinity groups at times convenient to you. Post your ideas, suggestions and questions, then return to read the responses. Voyant RemoteA picture is worth a thousand words, but a live presentation is worth a lot more. Voyant Remote allows you to share your plan (or view someone else's) to get (or give) real time feedback on different planning strategies. Voyant Remote provides a mechanism to scrub your plan of all personal information such as names, birthdates and account names, so you can anonymously present your plan to Voyant Community members. Sharing is always on your terms: you choose if, when and with whom you share your plan. Advisor ConnectIf you need expert advice, Voyant Advisor Connect is a direct link to licensed financial professionals who use our companion product, Voyant Advisor. Choose from a growing list of local advisors, or invite your current advisor to learn more. As always, when and how you choose to share your plan with a financial professional is completely up to you. If you don't like the service you're receiving, just disconnect from the advisor and your plan will no longer be accessible. | ![]() |



