Enhancements

• Locking a billing period with Pershing accounts now prompts an informational message confirming the transmission of fees to Pershing.
• Improved the selection UI for setting the Investment Objective at the Account, Client, and Household level.
• The details of the 2nd Participant of a Goals-based Plan can now be edited after they have been added.
• RMD details can now be edited on the results summary page of a Goals-based Plan.
• Social Security age for Goals-based Plans have been limited from 62-70.
• Results page of Goal-based Plan is now labeled "Investment Details" for clarity.