Swing into Spring

At the recent Spring into Summer RoadShow presented by Industrial Alliance, RazorPlan CEO Dave Faulkner presented on Planning as a Concept and the value of advice.

Below are some additional resources that are helpful to learn more about RazorPlan and Planning as a Concept:

Download Presentation

Click the link below to download a PDF copy of the presentation Dave Faulkner provided on Planning as a Concept:

Planning as a Concept - iA Roadshow

Planning as a Concept

Click the link below to download a PDF copy of the the Planning as a Concept eBook:

Planning as a Concept eBook

CPP and OAS Checklist

During his presentation Dave talked about strategies when apply for CPP and/or OAS, the article below provides more details:

Click here for article

RazorPlan Qualifies for CPB

RazorPlan qualifies for iA Financial Group’s Compensation Bonus Program. iA covers 50% of yourRazorPlan subscription fees, up to $500:

Learn more about the Compenstation Bonus Program

Get A Free Trial of RazorPlan!

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