(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.  

 Upcoming Drop-in Sessions - Registrations

Whether you're new to Snap Projections or a longer-term user needing a refresher, our engaging webinar is perfect for you. In this session we'll continue with the same sample clients from the February 5, 2025 webinar.

In this session , we'll review the Planning Pages, helping you understand its structure, key features, and how the pages assist in answering critical financial planning questions.

By the end of this session, you’ll have a clear understanding of how to customize plans, analyze cash flow, and optimize financial strategies for your clients.

We'll also review any questions that you have.

 Selected Recorded Sessions

Just click the desired session link below and enter your name and email address to watch the session immediately.

February 5, 2025: ⚙️ Part 1: A focus on Scenario Setup

Please click here to view the recording

This 20-min session focuses on the Scenario Setup.

• 00:00 Introduction and the importance of Scenario Setup
• 03:30 Navigating to the Scenario Setup pages
• 04:20 Setting Scenario Assumptions
• 06:25 Entering and Adjusting Financial Details
• 17:05 Brief Introduction to the Planning Pages

February 25, 2025: Part 2: A focus on the Planning Page

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This 20 minute session continues from the previous video which focused on the Scenario Setup pages.

• 00:00 Introduction
• 02:25 The Planning page structure and navigation
• 04:20 Customizing projections on the Planning page
• 06:40 Entering Contributions and Withdrawals using manual overrides
• 10:00 Cash Flow management (CFM)
• 13:25 The Details tables and Charts
• 16:30 Updating Base Expenses and managing shortfalls
• 19:06 Using the Recommendations Feature

January 8, 2025: ⚙️ Rebasing a scenario in the New Year

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This 45-min session focuses on rebasing an existing scenario for a couple pre-retirement. We discussed what rebasing means, why we do it and how to compare it to the previous version.

We covered the following topics along the way:

• Basic Assumptions
• Financial Data Updates and other improvements from the last year
• Rebase a scenario in new year
• Comparing Scenarios

November 27, 2024: 📈 Exploring What's New in Snap Projections

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In this 1 hour webinar, we discussed how to stay up to date with new releases and compared four scenarios for a couple nearing retirement. We helped them answer these two questions using our Scenario Comparisons feature:

• Are we on track for retirement?
• Would delaying CPP and OAS to age 70 help leave a larger estate to our children?

We also mentioned some other recent improvements:

• Adjusting debt interest rates mid-projections
• Toggling between Real/Nominal dollars on all charts
• Relocation of some buttons on the Planning Pages for easier access
• Entering of Joint incomes

October 30, 2024: 👥 Sample projections for a couple

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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.

May 1, 2024: 💸 Base Expenses and Additional Expenses

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

• We reviewed John Snapper - a sample client added to all new users of Snap.
• We discussed how to enter Base Expenses, what to include in this amount and what to exclude.
• We spoke about Automatic and Manual Cash Flow Management (CFM) and how to adjust CFM Start Age.
• We reviewed in detail how to enter Additional Expenses:
  • One-time future expenses
  • Recurring expenses
  • Where to find them in Client Report and Charts and how to highlight them
• In a different scenario with a spouse, we looked at how Scenario Setup -> Expenses page changes to allow for Combined Expenses and also advanced options available.

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

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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

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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

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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

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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

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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

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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

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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 

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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 

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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.
• And along the way, we'll be addressing your questions. 

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