(WEBINAR) 5 Ways to Engage Younger Clients in Financial Planning (March 28, 2023)

This webinar recording covers how to easily engage your clients’ adult children and other young professionals with the financial planning process, addressing topics that matter to younger clients and prospects.

The session is structured as follows:

  • An introduction to Snap Projections, trends in the financial planning industry, and considerations when planning for young professionals [0:00 - 15:00]
  • A demo of 5 Snap Projections Scenarios covering the questions outlined below [15:00 - 45:00]
    • For this session’s Case Study, we focus on providing answers & recommendations for our long-time client’s 33-year-old son, Charles. 
      1. Where am I headed with the savings I’m making now?
      2. How can I balance my current and future lifestyles?
      3. Should I repay my student loans faster or continue investing?
      4. Can I afford to buy a $500,000 home in a few years?
      5. Should I be worried about what I’m seeing in the markets?
  • A Q&A period covering corporations, entering expenses, help resources, and more [45:00 - 1:01:00]

Click here to view the recording. Simply enter your name and email address and the recording will be made available to you immediately. 

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