August 28 webinar: how to answer more client questions with quick and simple projections

This video is a recording of a Customer Support webinar for existing Snap users.

Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https://bit.ly/Advisor-14-day-free-trial

In the webinar, we created several projections to demonstrate:

1. The use of simplified and conservative assumptions to begin the planning process with your clients.
2. How to interpret and reconcile the cash flow on an annual basis.
3. How Snap can calculate recommendations such as sustainable spending, required savings, or target retirement age.
4. Creating simplified summary reports using the SnapShots feature to help with client understanding and action.

Please note that CE credits were only available to people who attended the webinar live.