An introductory video about where to start in RazorPlan. This video will outline how to navigate and enter data into the program.
Working with Clients
Using a sample client file, we take a look at the data entry process of RazorPlan, the output generated, and the report created. After watching this video, you’ll have a better understanding of RazorPlan and how you can implement the software into your practice.
Looking to take your understanding of RazorPlan to the next level? This video covers many of the additional features of RazorPlan including the What-if Panel, Scenarios, Liquidating Real Estate, Corporate Assets and Razor Leads.
Additional Recorded Webinars
Pre-Retirement Cash Flow
Insured Retirement Plans
A series of videos designed to walkthrough various topics that will make you a power user of RazorPlan.