SYSTEM FOR ASSESSING IMPACT OF FINANCIAL EVENTS ON RETIREMENT PLANNING
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United States of America Patent
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Issued Date -
Aug 25, 2016
app pub date -
Feb 19, 2015
filing date -
Feb 19, 2015
priority date (Note) -
Abandoned
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Abstract
Embodiments of the invention are directed to systems, methods, and computer program products for assessing impact of financial events on retirement planning. The system is configured to receive information associated with financial institution accounts of the user; initiate presentation of a spend user interface to the user, wherein the spend user interface comprises at least selectable financial event options for the one or more financial events that could occur for the user; receive, via the spend user interface, a user selection of a financial event from the one or more financial events; determine one or more payment options from the financial institution accounts for the financial event selected by the user; and calculate a new amount of spendable funds or a new estimated amount of time associated with an availability of the amount of funds available in the financial institution accounts.
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