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RazorPlan Demonstration
A RazorPlan expert will demonstration how to enter data, analysis that data, create multiple scenarios and produce reports that your clients will understand.

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Speakers

Mike Howe, CFP
Customer Success Manager, RazorPlan @Nest Wealth
Mike is a veteran of the financial planning software industry and was part of the team that developed RazorPlan. Mike has been helping financial advisors create financial plans for their client for 20+ years and is an expert in using financial planning software to model client situations.