Event Details

Advanced Approaches to Retirement and Estate Planning

Presented By: Mike Logashov, CFP, CLU, Objectway Solutions Inc.

Discover how to turn financial planning insights into real business opportunities with RazorPlan. Through short, practical case studies, this webinar will explore retirement income, post-mortem estate analysis, and insured wealth transfer, and how each scenario can uncover clear advice opportunities. With an emphasis on speed, clarity, and actionable results, this session shows how to use planning outputs to drive better client conversations and next steps.

What You’ll Learn

By the end of this webinar, you’ll be able to:

• Identify where retirement, estate, and cashflow analysis naturally reveal advice and product opportunities
• Use short, targeted scenarios to move client conversations forward with confidence
• Translate planning outputs into clear next steps, such as consolidation, insurance solutions, or strategy changes
• Apply a repeatable approach to uncovering opportunities across both advanced and middle-market client segments