A four part webinar series that will help you become a more effective RazorPlan user.
The first session focuses on the applications section of RazorPlan. CEO Dave Faulkner provides some valuable tips when using the various applications.
Session two focuses on the drill down feature. This webinar demonstrates how to use the drill downs to downsize real estate and model an RRSP meltdown.
In the third session, Dave Faulkner will demonstrate how to identify the need for insurance and model the survivor’s cash flow with the Stop Income feature.
In the final session we demonstrate some how RazorPlan handles the proposed legislative changes regrading income sprinkling and passive investment income.