Kick Start 2018 with RazorPlan
A four part webinar series that will help you become a more effective RazorPlan user.
Part 1 – Applications and Scenarios
The first session focuses on the applications section of RazorPlan. CEO Dave Faulkner provides some valuable tips when using the various applications.
Part 2 – Drill Downs
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.
Part 3 – Estate Planning
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.
Part 4 – Planning for a Business Owner
In the final session we demonstrate some how RazorPlan handles the proposed legislative changes regrading income sprinkling and passive investment income.
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