(VIDEO TUTORIAL) Getting Started with Snap Projections (short videos)
This one-hour tutorial is broken up into 10 short videos to walk you through creating projections for a sample client. It reviews all of Snap's features in an easy-to-follow manner and you can watch the videos sequentially or jump to a particular topic of interest.
Access via YouTube:
- Visit our tutorial playlist to watch this course for free.
1 Hour Tutorial outline:
- Introducing the Top 6 Retirement Income Planning Questions (2 min)
- Scenario Setup - Entering Initial Data (9 min)
- The Planning Page (4 min)
- Cash Flow Management (7 min)
- Comparing Scenarios (6 min)
- Using the Automated Recommendations Feature (7 min)
- Beautiful Charts and Reports with Interactive Presentations (8 min)
- Projections with a Spouse (7 min)
- Industry Leading Customer Support (2 min)
- The Corporate Module (9 min)
Bonus Videos
- Additional Features (9 min)
- Stress Testing Your Projections (Randomized and Historical Scenarios) (6 min)
- Annual Reviews - How to Rebase the Projections to the current year (2 min)
Create Your Own Projections with a Sample Client
After watching this Tutorial, you might like to practice with a sample client. We've got you covered. Please review this Practice Case Study.