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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
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TZNAME:EDT
DTSTART:20260308T070000
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DTSTART:20261101T060000
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DTSTART;TZID=America/Toronto:20260520T130000
DTEND;TZID=America/Toronto:20260520T140000
DTSTAMP:20260501T053322
CREATED:20260430T155953Z
LAST-MODIFIED:20260430T155953Z
UID:7959-1779282000-1779285600@idcwinbig.ca
SUMMARY:Razor Plan - Easy Ways to Add Financial Planning to Client Engagements
DESCRIPTION:CLICK HERE TO REGISTER\nThis RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies\, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on how RazorPlan uses speed\, clarity\, and professional output to drive better conversations and next steps with clients. \nThere are NO CE credits for this session
URL:https://idcwinbig.ca/event/razor-plan-easy-ways-to-add-financial-planning-to-client-engagements/
CATEGORIES:Webinar
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