(LIVE SUPPORT SESSIONS) Product Walkthrough and Q & A - REGISTER HERE!

New to Snap Projections? Longer-term user but need a refresher?

Join us for Live Product Walkthroughs including the opportunity to ask your own questions.  Get an overview of creating a projection, a review of new features, and have your questions answered by one of our resident Customer Success Specialists. These sessions are more informal than our regular CS Webinars, with less prepared content and more time for questions. This is a new format that we’re trying where you can register for a session and join at any time to ask questions or listen to answers addressing other users’ questions.

These sessions will highlight the basics of the software and provide training on the fundamentals. They will likely go over topics that advanced Snap Projections users are already familiar with.  

1

Upcoming Drop-in Training Session Registration

Wednesday, June 24, 2026

1:00 pm to 1:30 pm ET

Register Here

New to Snap Projections? Longer-term user but need a refresher? Get an overview of creating a projection, a review of new features, and have your questions answered by one of our resident Customer Success Specialists.

2

 Selected Recorded Sessions

Visit our Webinars category for the full list of recorded Training sessions.

May 22, 2026: Creating Quick Projections in Snap using the AI Import Assistant

In this 10 minute session, we walk through how to use Snap’s AI Import Assistant to quickly build financial projections from client documents. Learn how to streamline data entry, reduce manual input, and create plans more efficiently using AI-powered imports. Also we highlight our newest feature - Financial Recommendations!

01:05 Access the AI Import Assistant

02:00 Providing Additional Information and Instructions to be imported

03:30 Estimating the amount of credits required before importing

04:15 Overview of Financial Recommendations

07:45 Reviewing import notes and Scenario Setup

10:00 Review the Planning Pages

*At timestamp 5:48 the Financial Recommendations indicate CPP and OAS should be taken later, not earlier as stated in the video.

March 4, 2026: Purchasing a home using the FHSA and HBP

In this session, we cover using the FHSA and HBP for purchasing a home and introduce our new T1 tax transparency feature to make planning easier.

00:00 Introduction

02:35 Reviewing Scenario Setup

07:05 Review Planning Pages

9:00 Entering and Clearing Overrides

11:50 Creating FHSA Scenario

14:50 Review Taxable Income

16:35 Comparing Scenarios

17:50 Modelling the HBP

23:20 Conclusion

January 14, 2026: Back to Basics - Rebasing and Updating a Projection

In this session, we walk through how to rebase a scenario in Snap Projections and the key areas to review once a plan has been rebased. We then update a sample scenario and review the Client Report to show how those changes flow through to client-facing outputs.

00:00 Introduction

02:00 Reviewing Locked Scenario

04:50 Reviewing Rebased Scenario

12:45 Comparing Locked Scenario to Rebased Scenario

14:30 Making Updates to Rebased Scenario

17:05 Partial-Year RoR Adjustments

19:00 Building and Reviewing the Client Report

November 26, 2025: Presenting Reports Part II

In this session, we continue to demonstrate the various ways you can present a projection to your client.

Following an informal survey of our user base, we gathered valuable insight into how advisors are using Snap in practice, including which pages they find most impactful, how they share reports with clients, and whether PDFs are being used. The results below highlight some clear trends in how advisors present plans and communicate value to their clients.

00:00 Introduction

02:35 The Planning Pages

11:50 Charts

17:55 The Client Report

November 12, 2025: Adding a spouse to the projection

In this session we demonstrate how to add a spouse to the projection and provide helpful tips and tricks relating to that.

00:00 Introduction

00:34 Scenario Set Up for Primary Client

13:41 Adding a Spouse

20:13 Planning Page

23:18 Pension Income Splitting

23:53 Base Expense Allocation between Spouses

25:32 Estate Before Tax Summary

26:39 Charts

26:58 Combined vs. Individual Totals

28:00 Client Report with a Spouse

October 15, 2025: Presenting Client Reports Part I

In this session we highlight the various ways you can present your projections to your clients.

00:00 Introduction

02:40 Review Scenario Setup

08:30 Review of the Planning Pages

13:05 Overrides

14:50 Reviewing Charts

18:50 Copying and Editing Scenario

20:20 Reviewing Recommendations

24:40 Comparing Scenarios

27:50 Exporting to Excel

29:25 Reviewing and Building Client Report PDF

September 24, 2025: Taxable Income Targeting

In this session we highlight our new Taxable Income Targeting feature.

00:00 Introduction

04:30 Review Scenario Setup

11:00 Review Planning Pages

14:15 Enabling Taxable Income Targeting – Smoothing Marginal Tax Rate

17:10 Comparing Scenarios

12:20 Enabling Taxable Income Targeting – Reducing OAS Clawback

25:10 Comparing Scenarios

September 10, 2025: Automatic TFSA Top-Ups

In this session we highlight our new automatic TFSA Top-Up feature.

August 27, 2025: Frequently Asked Questions

In this session we highlight some of the most frequently asked questions in Snap.

00:00 Introduction

01:20 Financial Planning Toolkit

03:15 Renaming a Scenario

04:30 Updating TFSA and RRSP Contribution Room

05:45 Including an Employer Matching Plan

06:40 Maximizing TFSA Contributions

08:40 Base and Additional Expenses

11:10 Identifying a Shortfall in the Plan

15:50 Copying a Scenario

17:00 Comparing Scenarios

22:50 CFM Order of Contributions and Withdrawals

26:10 Converting RRSPs to RRIFs

27:30 Planning Pages Tables

28:55 Hovering Over Question Marks

August 13, 2025: Recommendations

In this session we highlight the Recommendations feature.

CHAPTERS:

00:00 Introduction

02:45 Review Scenario Setup Assumptions

04:10 Review the Planning Pages

05:25Recommendation Overview

06:20 Retirement Age Recommendation

12:50 Sustainable Spending Recommendation

16:00 Available / Required Savings

20:10 Available Lump Sum Savings

23:10 Conclusion of Session

July 16, 2025: Snap's Default Settings

In this session we highlight the default settings and how you can change them.

CHAPTERS:

00:00 Introduction and Agenda

02:30 Navigating the Client Page

04:35 Scenario Setup Default Settings

12:00 Planning Pages Default Settings

14:35 CFM Default Savings Order

16:55 CFM Default Withdrawal Order

18:30 Proportional Vs. Sequential Withdrawals

22:30 Client Report Default Settings

June 11, 2025: Comparing Scenarios

In this session we focus on demonstrating how to compare scenarios.

CHAPTERS:

00:00 Introduction and Agenda

03:55 Review Scenario Setup

09:35 Planning Pages

11:20 Entering Adding and Removing Overrides (Contributions)

14:45 Copying and Switching Scenarios

18:50 Comparing Scenarios

21:30 Changing the Order of Withdrawals

25:45 Editing Expenses / Running Sustainable Spending Recommendation

May 28, 2025: Building a client projection

In this session we add a brand new client to Scenario Setup, Update the Planning page, and create a Client Report.

CHAPTERS:

00:00 Scenario Setup - Income, Assets, Debts, Insurance, RESP

13:33 Scenario Settings

16:02 The Planning page - Review and update

29:30 Sustainable Scenario

31:44 Comparing Scenarios

33:40 Reviewing Charts

35:48 Creating reports

40:20 Where to get help

October 30, 2024: 👥 Sample projections for a couple

In this 1 hour webinar, we went through the process of creating projections for a younger couple with a specific retirement goal in mind.

We review the Scenario Setup, Planning Pages, Client Reports, and Scenario Comparisons.

Feb 21, 2024: 💼 Sample projections for a couple with a corporation

Please click here to view the recording

In this 45-min webinar, we guided you through the process of adding a corporation to your projections.

• We reviewed a basic scenario for a couple close to retirement with a simple schedule of eligible and non-eligible dividend payments.
• We discussed how you can upgrade your plan to Advisor Business to access our Corporate Planning module.
• We reviewed in detail a more complex scenario for a sample couple in their 40s with a shared small business. We addressed a common client's question: How long will our corporate assets last in retirement, and will it be enough? While doing so, we discussed the following:
  • how to add a corporation to the projections with corporate capital and real assets;
  • how to set-up salary, expenses, and savings within the corporation;
  • how to declare eligible, non-eligible, and capital dividends; and
  • certain considerations to keep in mind when taking the funds out of the corporation.

Jan 24, 2024: 🎲 FHSA and Randomized Scenarios

Please click here to view the recording

In this session, we guide you through the process of creating a plan in Snap for a sample couple. We review the Scenario Setup, Planning Pages, and Client Reports. Along the way, we touch on copying scenarios, Recommendations, the new FHSA account, and Randomized Scenarios.

Here is the sample client data for this session if you would like to create the projections yourself and then watch the recording.

Analyse the projections

• Do these clients have enough money to reach age 100 without a shortfall?
• What happens if we stress test the projections? Copy the scenario first.
  • There are 2 important aspects to consider when stress testing the projections:
    •  The average annual return
    •  The sequence of those returns
  • Using Randomized Scenarios on the copied scenario, we will illustrate the impact of both of these considerations.
    • Update the asset mix for the chart to 40% fixed income and 60% equity (as our baseline projections illustrate)
    • Choose position 20 on the slider which represents the 20th worst case in terms of the average real rate of return for the entire projection period for these 101 randomly generated sequences
    • Apply this to the projections
      • Variability has now been introduced to the projections
      • At position 20, the average nominal rate of return has been reduced (by approximately 1%) from the base projections
    • Review the results
  • A few important notes:
    • Stress-tested scenarios aren’t intended to replace your base financial projection.
    • The base projection (with consistent rates of inflation and investment returns) should be used for strategic decisions such as when to retire or whether to commute a pension.
    • Make a copy of your base projection first, before performing stress testing.

Jan 10, 2024: A Baseline Projection and Frequently Asked Questions

Please click here to view the recorded session

In this webinar, we created a basic plan in Snap for a couple and answered the following frequently asked questions by our users:

1. What is the minimum information needed to create a projection?
   • Year of Birth and Province of Residence
   • Sources of Income
   • Asset values as of the start of the year of projections and available contribution room, and
   • How much the clients are saving, if at all.
2. How to rename a scenario?
3. How to adjust the contribution room and set up Employer Matching?
4. How to maximize contributions to TFSA?
5. What do Base Expenses consist of and what do I put under Additional Expenses?
6. Why is there a shortfall?
7. How to copy a scenario?
8. How to compare scenarios?
9. What is Cash Flow Management (CFM) and how to use CFM Order column?
10. How to convert RRSP to RRIF sooner?

Dec 20, 2023: Plan Review for a couple in their 40s

Please click here to view the recorded session

In this webinar, we reviewed a basic plan in Snap for a couple and answered the following questions that they asked regarding their retirement:

1. How long will my money last? Am I going to be okay?
2. How much can I spend so I won't run out of money?
3. How much will be left for my children?
4. How much more do I need to save to reach a specific retirement income goal?

Last we reviewed how to rebase projections created in the past to start them in the current year.

Dec 6, 2023: Sample projections for a couple nearing retirement

Please click here to view the recorded session

In this session, we reviewed a sample projection and answered the following 3 questions: 

1. How long will my money last? Am I going to be okay?
2. How much can I spend so I won't run out of money?
3. How much will be left for my children?

July 19, 2023: A new way to enter and highlight spending goals in Snap Projections

Please click here to view the recorded session.

In this session, we reviewed a sample projection and highlighted: 

1. Base Expenses
2. Additional Expenses
3. The Cash Outflows chart
4. Entering specific withdrawals on the Planning page to cover expenses

For a similar session, which also includes the entry of tax-deductible expenses, please click here to view (August 2, 2023). We covered the same topics as above (except for point 4) but also discussed entering tax-deductible expenses.

March 15, 2023: Tips and Tricks

Please click here to view the recorded session.

In this session, we reviewed a sample projection and highlighted: 

• Scenario Setup input flow
• Moving/Copying assets to the spouse
• RRSP and TFSA Contribution room input and RRSP -> RRIF Conversion age settings
• Tips for the Planning page (mouse hover, Copying Scenarios, Scenario Notes, keyboard shortcuts)
• Running a Sustainable Scenario, starting at any age
• Opening detailed tables on the Planning page
• Charts and making them full screen, selecting and deselecting
• Create their final report. 

February 1, 2023: Useful features you might have missed in Snap 

Please click here to view the recorded session.

In this session, we reviewed some helpful features in Snap that you might have missed.

This session covered:

• Using the charts and reports efficiently 
• Additional tables that you can see on the Planning pages 
• Tips to enter insurance data quickly 
• Mouse hover to see the Contribution and Withdrawal limits of Registered Assets
• How to copy, paste, rename and switch scenarios in a plan. 

January 18, 2023: Back to basics 

Please click here to view the recorded session

It’s the start of the new year, and we want to help you be ready to go with Snap Projections. In this session, we take it slow and provide a walkthrough of Snap for new users and those who would like a quick refresher on Snap's basics. We also highlight improvements that were made in 2022.

This session covered:

• Rebasing your projections to start in the year 2023.
• A review of the Scenario Setup pages and the Planning pages.
• How to run a Sustainable Scenario using the Recommendations feature.
• How to create customized reports to present to your clients.

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