(WEBINAR) 🍰 Creating quick and simple projections in Snap (December 13, 2023)

Please click this link to view the recording. Simply enter your name and email address and the recording will be made available to you immediately.

In this webinar, we used automated calculations to:

  • Illustrate savings and withdrawals to achieve a consistent and sustainable lifetime spending level.
  • Determine the required savings to achieve a target retirement spending goal.
  • Establish the maximum level of spending achievable during retirement.

We also reviewed recently released and upcoming features such as ​reordering Client Report pages​, the new First Home Savings Account (FHSA) starting at 43:40 during the recording, and a ​1-Page Report Summary​.

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

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