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

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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.